1. Step 1Krause Wealth processWe have a conversation.
    Jump on the phone to one of our friendly staff today or you can submit an online enquiry. We will follow up your enquiry within 24 hours and can answer any questions you may have about financial planning or Krause Wealth.
  2. Step 2We get together.
    At Krause Wealth we understand everyone’s financial situation is different and not everyone will see the benefits in financial planning. That is why we offer our cost and obligation free initial consultation. A consultation is a great chance to see how you are tracking financially, what you are doing right and where may need improving. This consultation will also give you a clear roadmap to where you should be headed in the future.
  3. Step 3We offer advice.
    If your financial position is substantially better off from having a plan (Statement of Advice) in place, we will discuss and email you a quote for our services.
  4. Step 4We create YOUR Strategy.
    We will then commence work on your strategy. This document will comprehensively look at your goals and objectives, review your current financial position and outline the strategy required to start moving forward.
  5. Step 5We present our plan.
    We will invite you into our office to go through your financial strategy step by step. Ensuring you understand all of our recommendations, the outcomes and can answer any questions that arise.
  6. Step 6Take action & Implement.
    Once you are happy with the overall strategy for your finances we will implement all of our recommendation and ensure they are set up correctly to start moving you financially in the right direction.
  7. Step 7We review and monitor.
    Now that your finances are heading in the right direction it is our job to ensure it stays this way. We will continual monitor your investments and keep you in the loop. We will also organise bi-annual review meetings to ensure there have been no major changes to your situation and if so how do we combat them.
Any advice on this website is general in nature and does not take into account your personal circumstances, objectives and needs. Therefore, before making a decision, you should consider the appropriateness of the advice with regard to those matters. Please see our Financial Services Guide for more information.

Krause Wealth Pty Ltd, ABN 97 611 256 592 is an authorised representative and credit representative of Charter Financial Planning Ltd, Australian Financial Services Licensee and Australian Credit Licensee, AFSL 234665