Welcome to FUSION, One Wealth Advisory’s pre-commitment, pre-engagement, obligation-free and entirely complimentary getting to know you process.
The FUSION Program aims to:
- Understand where you are at now
- Establish where you want to go
- Uncover opportunities to assist
- Lay the foundations for a lifelong relationship
- Give you complete autonomy over what happens next
Planning and implementing the steps to support and assist you to reach your dreams takes time. FUSION is the first step in our long-term partnership with you. As in any successful relationship, mutual commitment, respect and transparency are fundamental, as are vision, persistence and perseverance to stay the course.
FUSION is a 10-step journey that prepares for your family’s financial future. It’s essential for our understanding of your current situation and what you would like to achieve in the future. By completing the contact form, you will initiate a sequence of calls and meetings to confirm your current circumstances, establish your goals and objectives for the future, and identify concepts and strategies that could assist you in reaching those targets.
At the end of the FUSION process we provide you with a complete record of all the information we have collected. If you decide to move on without us, you are entirely free to keep this document with our compliments and our best wishes for your future financial success.