Our Process

AustAsia Group works with each client to develop financial and investment strategies designed to take into account an individual's current financial position, their financial objectives, and their tolerance to investment risk. For a financial plan, the AustAsia process is summarised below:

  1. Gather information and the facts
  2. Identify your objectives
  3. Identifying financial issues
  4. Preparing your financial plan
  5. Implement your financial plan
  6. Reviewing your financial plan
  7. Make appropriate adjustments to the plan