Your advice journey in 5 easy steps

At Whitsunday Wealth our process starts with getting to know you, your situation and what’s important to you.

BOOK A FREE CONSULTATION

OUR PROCESS

INFORM

Inform us about your current situation by pre-filling a form to help us determine how we can be of assistance to you.

DISCUSS

Once we've gauged your current situation, we'll arrange a time to go over your current financials, goals and what's important to you.

PLAN

We’ll recommend a plan and agree on a fee to achieve your goals.

ACTION

Working together, we’ll put your plan in place.

MAINTAIN

We'll help you stay on track, and update your plan as your life changes.