Corporate Authorised Representative of myAFS Pty Ltd AFSL 480599

Five Stage Advisory Process

Stage 1: Strategy

This stage is not unique to JAS Wealth, in that we conduct an in depth fact find on your current financial circumstance. We then identify the recommended strategy, and provide this to you in a detailed financial plan, which then forms the road map for the next stages of advice. This is a strategy based stage, therefore no investment decisions are made in stage 1.

At JAS Wealth the depth of our qualifications and experience mean that we can provide a higher level of strategic advice than many of our competitors and we actively liaise with your other trusted advisors to achieve the best outcome for you and your wealth.

Watch this process in action here