What happens once I call AMP phone-based advice?
AMP phone-based advice is focused on making sure you get the right financial advice, at the right time from the right adviser, whatever your circumstances or life stage.
Each person’s situation is unique, so it is important we spend time collecting the right information from you.
The adviser will do what we call a fact find. It takes about an hour and we’ll get all your basic financial information. Once that is done, your adviser will develop your individual advice strategy should you wish to proceed.
Then your adviser will do a presentation call. It also takes about an hour and the adviser will explain the advice strategy and answer any questions you have. The good news is we help you handle all the paperwork including a document that explains how we will work together and your Statement of Advice (SOA) that outlines the strategies we recommend for you. Should you decide to implement our advice, we make it easy by actioning the advice for you.
But the advice journey doesn’t stop here. You may benefit from an ongoing advice relationship to help you stay on track. That’s why we also offer an ongoing advice service. Your adviser will discuss this service with you, if it is appropriate to your circumstances.