Our Process

At Tenex Wealth, we take a personalised approach to financial planning, guiding you through every step to ensure your goals are achieved with clarity and confidence.

Step 1: Introductory Meeting

The first step of our process involves discussing your current financial situation, goals, and objectives to understand your unique needs. We will also determine if Tenex Wealth can assist you in achieving those goals. During this stage, we’ll explain who we are, how we operate, and the benefits of working with us.

Together, we will agree on the scope of the advice and services we’ll provide, as well as any associated fees. Once you’re comfortable with the approach, you’ll provide us with the authority to prepare a formal Statement of Advice tailored to your needs.

Step 2: Discovery Meeting

In the next step, we prepare your personalized Statement of Advice, which outlines the strategies designed to help you meet your financial goals. We’ll identify and discuss various strategy options, ensuring they align with your specific objectives and Investor Risk Profile.

This involves gathering detailed financial information and conducting extensive research to provide tailored recommendations. Together, we’ll prioritise your goals and ensure that the advice we deliver is well-suited to your financial situation and long-term plans.

Step 3: Strategy Presentation

We’ll present your strategy, beginning by reconfirming your goals, objectives, and Risk Profile. We’ll provide an overview of the advice for your ease and future reference.

During this presentation, we explain the recommendations in clear, simple language, ensuring you fully understand how the strategy will help you achieve your desired outcomes. We’ll also disclose all fees involved in accordance with ASIC guidelines, giving you full transparency as we move forward.

Step 4: Strategy Implementation

Next, we move to implement your strategy. We follow up on any outstanding requirements to ensure everything is completed efficiently. All necessary paperwork is reviewed and lodged, and we guide you through completing and signing the relevant forms.

You’ll also sign the Authority to Proceed, giving us the go-ahead to execute the plan. If any adjustments are needed, we will fine-tune the strategy to ensure it perfectly aligns with your goals before moving forward with full implementation.

Step 5: Ongoing Service and Review

We will provide confirmation of all implemented policies and investments, ensuring you have complete clarity. Our team will always be available to address any administrative or technical questions. As your circumstances or objectives change, we’ll update your plan accordingly. We’ll also review your existing strategies, investments, and insurances regularly, offering advice on any necessary changes to keep your financial plan aligned with your goals.