A conversation with an expert financial professional can bring the clarity you need and can play an important supporting role in a financial agreement by helping each party clearly identify, structure, and document their financial position.
They can assist with preparing accurate asset and liability information, modelling future financial outcomes, and ensuring the agreement aligns with broader financial goals such as wealth protection, cash-flow planning, and long-term security. While the legal drafting is completed by independent solicitors, input from a financial planner helps ensure the agreement is commercially sound, practical to implement, and reflects each party’s financial circumstances both now and into the future.
What happens after I purchase strategy?
As part of your purchase, you have provided consent for the details within our Platform be shared with the allocated professional for the purpose of delivering the service you selected. If you do not consent, please let Streamlined know immediately.
Allocation
One of our professional services network professionals will be assigned to your matter. Once allocated, they will review the information you have provided.Initial contact
The allocated professional will contact you directly to introduce themselves and discuss availability, process, and preparation requirements.Delivered Service
The allocated professional will provide financial planning services to help you understand your options and take confident next steps.
All of our Professionals in our Professional Services Network have agreed to Our Referral Acceptance and Performance KPIs terms and conditions to provide a resonable turnaround to accept the referral, contact each party and complete the consultation.
Our professional work within our business hours of 7am-7pm (AEST), Monday to Friday (excluding public holidays).