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.
Pricing
And how we can help you
Startup
- Unlimited calls
- Free hosting
- 500 MB of storage space
- 500 MB Bandwidth
- 24/7 support
Intermediate
- Unlimited calls
- Free hosting
- 500 MB of storage space
- 500 MB Bandwidth
- 24/7 support
Advanced
Another display option- Unlimited calls
- Free hosting
- 500 MB of storage space
- 500 MB Bandwidth
- 24/7 support