For many people, seeking financial advice is something they’ve thought about for months—or even years. One of the biggest questions we hear is, “What actually happens once I reach out?”
We strongly believe the experience should feel straightforward, personal and tailored to you from the very first conversation. Here’s what you can expect when you become our client.
Step 1 – The First Conversation
Every client relationship begins with a simple chat.
You can either request a call through our website or book a time that suits you using our online calendar. From there, you’ll speak directly with Tim.
This initial conversation isn’t about making decisions or committing to anything. It’s an opportunity for both of us to get to know each other. You’ll have the chance to explain, at a high level, what you’re hoping to achieve, while Tim can determine whether we’re the right fit for your needs.
We believe this is one of the most important conversations in the entire advice process. Great financial advice starts with the right relationship.
Step 2 – Discovering Your Story
If we both decide to move forward, we’ll arrange a Discovery Meeting.
This is where we start to get to know more, right into the detail — your goals, your current financial position, your family, your priorities and what success looks like from your perspective.
If your circumstances are more complex, or if you simply prefer to take your time, there is no limit to the number of Discovery Meetings we have. We move at a pace you’re comfortable with, tailoring the process to suit both the complexity of your advice needs and the level of detail you’d like to explore. Every client is different, and the advice journey should reflect that.
If you’re ready to proceed, we’ll also organise the necessary authority forms so we can obtain information from your existing superannuation funds, investment providers or pension accounts. This information provides the foundation for the advice we develop.
Step 3 – Building Your Personal Strategy
Once we’ve gathered all the information, Tim begins the research and strategy development process.
Every recommendation is tailored specifically to your circumstances and objectives; there are no off-the-shelf solutions. The advice we provide is built around helping you achieve the outcomes discussed during our meetings.
Step 4 – Presenting Your Advice
When your strategy is ready, Tim will walk you through every recommendation, explain why it has been made and answer any questions you may have.
We want you to leave this meeting understanding not only what we’re recommending, but why we’re recommending it.
Step 5 – Bringing the Advice to Life
Once you’re comfortable and have signed the required documentation, our Head of Business Operations, Sara, takes over the implementation process.
Working closely with your existing providers and any new institutions involved, Sara coordinates every step to ensure your advice is implemented accurately and efficiently. Her attention to detail helps transform the strategy into reality, while keeping you informed throughout the process.
Advice That Works Around You
We understand that everyone’s circumstances are different.
Many of our meetings take place in clients’ homes, while others are held in our office meeting rooms. We also provide a fully virtual advice experience using Microsoft Teams, with secure electronic signing done through DocuSign.
With clients throughout Queensland and New South Wales, we’ve found that geography is never a barrier to building strong, long-term relationships. Your location should not exclude you from accessing the right Adviser for you.
Our Relationship Doesn’t End There
Financial Advice isn’t a one-off event—it’s an ongoing partnership.
Our clients know they can contact Tim whenever they need guidance, and we conduct annual reviews to ensure their strategy continues to align with changing goals, legislation and life events.
Your financial journey evolves over time, and we’re here to evolve with you, always in your corner.
At Moore Financial Advice, our goal isn’t simply to prepare financial advice. It’s to build lasting relationships founded on trust, personalised service and genuine care. From your first phone call through to ongoing support, we’re committed to making every step of your financial journey as smooth and rewarding as possible.
