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Financial Planning Process

Getting Started

Building your wealth can take time and patience. Even the best and most tried methods may not deliver instant results. Like planting a tree it takes time to see the results and needs a combination of experience, planning and knowledge to achieve the best results. The harsh elements can impact on even the best laid plans, it pays to have an experience professional to guide you forth, one who can deal with the unexpected with a calm and considered approach.

You may have specific goals and dreams relating to your ideal retirement or just building significant wealth for you and your family. There may be a gap between where you are today and where you would like to be at some point in the future.

A financial plan needs to take a long term view of your life and how you want to live it. We look at your most basic goals such as those below:

  • Short and long term goals
  • Planning for the financial impact of children
  • Your lifestyle
  • Protecting the family against adverse financial hardship
  • Retirement planning

We also look at goals that are more specific for you.

Why do I need a planner?

A financial planner will be a source of knowledge guiding you through the myriad of advice, some complicated, some simple and avoiding the major pitfalls. They will help you set the financial goals that you desire as well as ensuring you continue to head in the right direction as they take in the life changes that occur along the way to the ultimate achievement of your goals and objectives. They provide you with advice that it is both appropriate and tailored for your personal circumstances.

As Financial Planners We Will Do The Following

Data Gathering

Your first meeting will be free of charge and w e will gain an understanding of your current financial position, your goals and objectives. We will also outline strategies that we could look to provide further information to meet your goals and objectives.

Identifying Goals

It is important that we understand which goals are your most important priorities as whilst we will endeavour to meet all of your financial goals and objectives it may be necessary to meet those which you feel are the most important.

Identifying your Financial Issues

We compare your current financial position with the goals you would like to achieve and formulate a strategy designed to achieve those goals.

Preparing your Financial Plan

We will put our ideas together in a written document called a Statement of Advice that details not only your goals and objectives but also the methodology and strategy we will use to achieve them.


Once you have agreed with our written plan we will implement the details contained in it or provide assistance in doing so.


We review most plans after 12 months but it can be more frequent if requested to ensure that we continue to meet your financial goals and objectives.

Nouveau Wealth Management has developed and evolved its financial planning processes through many years of continued innovation and experience. We will continue to do as well as continuing to effectively communicate with our clients and deliver intelligent solutions to meet their needs.

Investment Philosophy

We offer our clients strong investment philosophy and a broad portfolio of wealth building investments, opportunities and protection in the following areas:

  • Guidance on budgeting and goal setting
  • Savings and wealth creation strategies
  • Investment planning
  • Superannuation planning
  • Pre-retirement planning
  • Retirement planning
  • Estate planning considerations
  • Centrelink planning
  • Risk and insurance analysis
  • Business succession planning
  • Salary packaging advice
  • Direct share investment
  • Gearing strategies

We aim to ensure our powerful strategies bring huge benefits to our clients. We focus on specialised knowledge, quality research, good returns, tax savings and providing our clients with practical advice. We only recommend an investment to you after considering its suitability for your individual needs, objectives and financial circumstances.

We offer a highly skilled approach to investing believing that in the long term it will produce superior results.

Our Services

We offer a range of services, clink on the links below to see the services we offer, keep up with the latest breaking financial news as well as access to your portfolio.