Our Process

Opulen Financial Planning Process

At Opulen Financial Solutions, we use a proven 5-stage process to get the best possible results for our clients. Here is the break-down so you know what to expect.


We have an initial chat to discuss your lifestyle goals over a coffee.


We consider all potential solutions and help you build your strategy.


We present you with your financial roadmap – your Statement of Advice.


We implement your plan on your behalf.


We track your progress and keep your strategy up to date, providing ongoing support to helping you achieve what is important to you.

1. Getting to know you

At our first meeting, we take the time to thoroughly understanding your current situation and discover exactly what you want to achieve both personally and financially.

We also introduce you to our business and our approach so you know what to expect if you decide to become a client of ours.

After this meeting, you can decide if you want to go ahead and work with us.

3. Presenting your plan

After we have agreed on the strategies you will use, we will provide you with a written Statement of Advice.

This document is your financial roadmap – it contains all the details of our recommended strategies together with supporting information and analysis, so you have a clear picture of where you are going.


If there’s one thing we’re sure of in this industry, it’s that change is constant! That’s why we continuously track your progress and regularly review your plan to ensure it remains relevant and adaptable to any changes that come along. We also regularly revisit your goals and your financial situation, making any necessary adjustments to ensure you stay on track.

We view your initial financial plan as the starting point in a long-term client – financial planner relationship where we work with you to ensure you achieve your goals.

2. Building your strategy

Once we’re clear on your goals, objectives and priorities, we use our extensive resources and modelling software to investigate and develop the solutions that we believe will work best for you.

Before we make any formal recommendations, we also like to involve you in the process by conducting a Strategy Meeting to consider all potential solutions and alternative strategies.

4. Implementing your plan

Once you are happy with your plan, we put it into action on your behalf. We use a thorough and systematic approach to make sure your strategies are implemented quickly and efficiently.

More Information

Do you want to discover more about our planning process or a specific service? Get in touch with us using the form below.