Step 1: Design – We Can’t Do It Without You

From the very, very beginning, you will play an active role in designing your strategy so that you feel completely comfortable with every detail of the plan. Your financial planner will guide you through each decision you need to make and will help you to weigh up your options. We are there to show you ways to plan for your future and how you can maximise your return on your investments. As a The Financial Freedom Club member, you will be able to take full advantage of a range of tools that other financial service companies typically only make accessible to specialists or wealthy investors.

Step 2: Implementation – Putting The Plan Into Action

Before we move forward, your wealth plan will be thoroughly evaluated and refined by our panel of specialist experts. Once this check has been completed, your portfolio manager will prepare all the paperwork for you to review and sign-off. We will only begin processing the plan once we have received your acknowledgement to proceed. And most importantly, your portfolio manager will continue to recommend ongoing refinements over the term of your investment.

Step 3: Membership – It’s 100% Your Choice

At TFFC, we don’t dictate terms and conditions to our clients. That’s why reviews, management and service levels are totally up to you to decide. That’s right – you choose the level of service and advice that you want. However, we do insist on giving you FREE invitations to special events, discounted services, FREE brokerage accounts, quarterly investment updates, annual reviews regardless of your membership level.