bmfs@bluemfs.com.au

FINANCIAL FREEDOM PROGRAM

One of the BEST financial planning and retirement planning programs in Australia

Your financial consultant is there to lead you through the progressive Blue Mountains Financial Services Financial Freedom Program of building a complete financial solution — that works!

Blue Mountains Financial Services Financial Freedom Program is a three stage program. During the first stage you will build the essential, personal solutions that every good financial plan needs to function well. During the second stage you will begin to grow your financial solution on the foundation you laid down in the first stage. The third stage involves working through how you will invest for the future.

Investment Strategy

Investing money successfully or unsuccessfully is where most people make it or break it.

Choosing a Financial Planner

Important tips for choosing a financial planner who will help you achieve your financial goals

Stage 1: Building the Plan

The sole purpose of stage one is to create order in your financial situation. You choose what your personal and financial dreams are. Our job is to build a solution that delivers. Here you will learn how to apply the Financial Freedom Program to your own life.

Module 1
Getting Started
Work out where you are today and clearly define what your financial dreams and aspirations are

x Example Module1

Module 2
The First Meeting
Express your financial goals to your financial planner, with a view to having a solution created

x Example Module2

Module 3
Analysis and solution development
Your financial planner will critically analyse your financial situation in order to create the best solution for you

Module 4
Presenting the solution
A tailored solution that aims to achieve your financial objectives will be presented and explained to you

Module 5
Assessing the solution
Ensure that you understand and are confident with the financial freedom solution provided. Making sure it is what you need and want.
Module 6
Confirmation and negotiation
Ask questions and get answers about your Financial Freedom Program.
Module 7
Implementation
Create and implement a clearly defined action plan, that is designed uniquely to create your financial solution
Module 8
Evaluation
Express your satisfaction or frustration levels in relation to Stage One

Stage 2: Servicing the Client

With Stage 1 dependably in place, Stage 2 now kicks in. The operative word here is GROW! Enjoy the experience! As your wealth management program kicks in, you will begin to feel free!

Module 9
Portfolio Management
Make sure that you are always aware of how your Financial Freedom Program is working for you
Module 10
Financial Planning Review
Make sure that when your personal and financial objectives change, your Financial Freedom Program changes to accommodate you
Module 11
Servicing Reviews
Opportunity to feedback on the program and to ensure you understand what you need to do at all times
Module 12
Financial Planning Evaluation
Communicate any positive or negative issues you may have so that we may correct and improve our service offering to you
Module 13
Insurance Reviews
Full, comprehensive Life Insurance Review carried out for you

Stage 3: Money Management

You know the only way you will really become financially free, is to have the returns on your investments deliver what you need… YES, FINANCIAL FREEDOM!

Module 14
Economic Research
Assess historical and leading economic indicators, with a view to identifying which economies should see positive growth in the near future
Module 15
Investment Research
Assess historical and leading economic indicators, with a view to identifying which economies should see positive growth in the near future
Module 16
Investment Selection
Research the world for appropriate investments in the selected market, with a view to disqualifying and qualifying investments for you
Module 17
Blending Investments
Draw conclusions from the research completed about which investments in the world will achieve your objectives
Module 18
Communicating the Research
Summarise our conclusions into reports that add value to you by communicating our investment intentions for the future
Module 19
Re-weighting Portfolios
Ensure the conclusions drawn from our research are effectively applied to your own situation after your approval
Module 20
Monitoring Portfolios
Monitor and assess the performance of all investments in order to achieve the investment returns you are looking for
Module 21
Repeating the process
Run the investment model in real time over and over again, in order to track and communicate to you how your investments are performing

FINANCIAL FREEDOM PROGRAM

One of the BEST financial planning and retirement planning programs in Australia

Investment Strategy

Choosing a Financial Planner

Stage 1: Building the Plan

Module 1

Module 2

Module 3

Module 4

Module 5

Module 6

Module 7

Module 8

Stage 2: Servicing the Client

Module 9

Module 10

Module 11

Module 12

Module 13

Stage 3: Money Management

Module 14

Module 15

Module 16

Module 17

Module 18

Module 19

Module 20

Module 21

For help call us on +61 2 4751 5033