How We Work

Know what happens next.

Seeking financial advice should begin with a clear understanding of the process.

01 · Talk about what you need. We start with your questions and what prompted you to get in touch. Jason explains the services available and discusses whether they are suitable for the help you’re seeking.

02 · Agree on the scope and cost. Before advice work begins, we agree on the areas to be covered, the services included and the fees. You’ll also receive information about relevant product costs and any commissions or other benefits that apply.

03 · Understand your position. Jason gathers the information needed to understand your circumstances, goals and priorities. Depending on the advice, this may include your income, spending, super, investments, insurance and family arrangements.

04 · Consider the recommendations. Your advice explains the recommended steps, the reasons behind them, the costs and the risks. Jason takes you through the recommendations so you can ask questions and make an informed decision.

05 · Put agreed steps into action. If you choose to proceed, Jason helps with implementation within the agreed scope. Where ongoing advice is arranged, the services, fees and review schedule are agreed with you.

Questions, answered.

Can I ask about just one area? Start by telling Jason what you need. You can discuss a focused piece of advice or a broader review, depending on your circumstances and the services available.

What does advice cost? The cost depends on the work involved. Jason will explain the proposed fees and what they cover before you decide whether to proceed.

What should I bring? Start with your questions and a sense of what you want to achieve. Jason will let you know which documents are needed, such as super statements, insurance details or a summary of income and expenses.

Ask Jason a question

Six Oceans Wealth

Personal financial advice in Perth, Western Australia.

jason@sixoceanswealth.com.au

This website provides general information only and does not take account of your objectives, financial situation or needs. Consider whether the information is appropriate for you and seek personal advice before making financial decisions. Investment returns are not guaranteed.