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Our Advice Process


  • Pre-Meeting discussion (10-15 minutes)

    The pre-meeting discussion is a quick phone call to introduce YOLO and our services. During this call we will discuss your financial circumstances and expectations. This will allow us to maximise our time together when we catch up for the Initial Meeting.
  • Initial Meeting (1 to 1.5 hours)

    This meeting is the most critical part of the process, as it will give YOLO the opportunity to discuss and collect some very important information about you, your objectives and your values, as well as your financial situation in order to determine if and where we can help.

    We will provide you with clarity around where you stand in relation to your objectives and will also provide you with fixed-fee quote for our services. Read more about our fees here.

  • Prepare your YOLO Plan (1 to 2 weeks)

    YOLO will continue to work closely with you and we will begin to discuss how minor adjustments could improve your current financial circumstances while keeping in mind goals that are important to you and your family.
  • Present Your YOLO Plan (1 to 1.5 hours)

    Prepared with a clear understanding of your goals and needs for the future, we will focus this meeting on showing you how all the work we’ve done comes together to form a road map for your financial future.

    We understand each client we work with is different, some of our clients absolutely love seeing tables, graphs and numbers, others would prefer to leave this part to YOLO and focus on their lives and what is important to them with a peace of mind of knowing their finances are taken care of.

  • Implementation of Your YOLO Advice

    The YOLO team will partner with you to assist with the implementation of your plan, lifting the weight from your shoulders, providing clear directions for the actions you need to take and most importantly holding you accountable to achieving your goals
  • Ongoing Service

    Review - YOLO Financial Services provide a comprehensive review service tailored to your individual needs, if you are at a stage of life that requires an annual review or going through a great deal of change that requires more immediate attention, YOLO Advisers are available to support you every step of the way

    Knowledge Centre - The YOLO Knowledge Centre is a great resource available at your fingertips. This is one of the great advantages of being a part of the YOLO community

    Events - YOLO organises many and varied events throughout the year. An event might focus on education, personal growth or motivation, but it’s often just for fun. We love bringing the YOLO Community together and find it is a great way for the people we work with to network with others and share their stories. There is sure to be at least one event you would like to attend from either a learning and/or experience perspective


Complimentary Consultation
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