The way to
wealth

Our process

Know where you stand,
every step of the way.

Know where you stand, every step of the way.

Building wealth is a journey. You need a map and directions to reach your destination. 

But how do you know if you are on the right track? You need to identify the landmarks, and seek the help of a professional guide, to avoid the roadblocks and reach your destination safely and securely. 

With Heard Financial, you’re fully equipped for your personalised pathway and supported along the way. Here’s how.

Four steps to success

  • Consultation

    Start with a no obligation, free consultation with one of our Wealth Managers. We understand your current position and goals, and find out if we’re a fit.

  • Recommendation

    When your goals have been determined, we present and explain a detailed Statement of Advice (SOA) with the best strategy to allow you to meet your objectives.

  • Implementation

    Our expert team executes your strategy, managing all of the paperwork on your behalf, keeping you fully informed along the way.

  • Review

    With our detailed review process, we keep you updated as you progress towards your goals and objectives.

  • Consultation  

    Start with a no obligation, free consultation with one of our Wealth Managers. We understand your current position and goals, and find out if we’re a fit.

  • Recommendation  

    When your goals have been determined, we
    present and explain a detailed Statement of
    Advice (SOA) with the best strategy to
    allow you to meet your objectives.

  • Implementation  

    Our expert team executes your strategy,
    managing all of the paperwork on your
    behalf, keeping you fully informed along the
    way.

  • Review  

    With our detailed review process, we keep
    you updated as you progress towards your
    goals and objectives.

Ready to take the next step, or want to know more?

Let's Talk