Our Process

Financial advising is all about designing the right plan for each client. Our advice process begins with a complimentary consultation, giving us a chance to learn a bit about each other.

By understanding your current position, we can then explore where you would like to be in the future – this includes lifestyle, travel and personal development. With this knowledge we can then work together to put in place a framework that will maximise the likelihood of achieving these outcomes.

From here we develop our Strategy Paper which details what our advice will cover and the outcomes we might be able to achieve.

Once we have all agreed on the best path, the advice is implemented and regularly reviewed to make sure you’re on track to achieve the future you’ve dreamt of.

Contact us today to get a head start on your future.

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ABN 85 158 520 819.
Corso Private Wealth Corporate Authorised Representative No 425838.
Robyn Clelland Senior Financial Adviser Sub-Authorised Representative No 244740.
Lewis Clelland Financial Adviser – Sub-Authorised Representative No 426392.

All advisers are Advisers of Strategic Asset Advisory Pty Ltd.
AFSL 493844 ABN 62 614 547 929.
Head Office: 1300 626 627
www.corsoprivatewealth.com.au.

General Advice Disclaimer The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Strategic Asset Advisory Pty Ltd (SAA) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither SAA nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.