Begin your journey by requesting an appointment to speak with one of our experienced representatives. We’ll take the time to learn about your financial goals, unique circumstances and current investments, and together, we will determine if we are the right fit for you and your long-term goals.
First Steps
When Fisher Investments Australia begins a relationship with a prospective client like you, we take the time to understand the full scope of your financial situation and the goals for your retirement. Only after we have an in-depth understanding of the details of your financial circumstances do we make a portfolio recommendation for you.
Seven Simple Steps to Becoming a Client
1. Initial Consultation
2. Client Agreement Letter
If Fisher Investments is the right fit for you and you want to formally become a client, you will complete a Confidential Client Agreement.
3. Investment Counsellor Introduction
Next, you’ll be introduced to your Fisher Investments Investment Counsellor, your primary point of contact and liaison to the strategic portfolio decision-makers, the Fisher Investments Investment Policy Committee (IPC). During this in-depth introduction, we’ll seek to learn more about your retirement goals, financial situation, family, and health, as well as your interests and aspirations. The better your Investment Counsellor knows you, the better Fisher Investments Australia can tailor an investment strategy to your unique financial objectives.
4. Account Set-Up & Funding
We’ll assist you in establishing your account(s) with large, well-known third-party financial institutions who will be your custodian and hold your assets. To make the process as simple and seamless as possible, we will help you complete any necessary paperwork to establish your account(s) and initiate transfers.
5. Financial Summary & Portfolio Recommendation
Your Investment Counsellor will share details from your introductory meeting with the Portfolio Evaluation Group, who will create a portfolio recommendation tailored to you at the direction of the IPC. We’ll walk you through this recommendation to help clarify every aspect.
6. Strategy Implementation
Once you’ve discussed and approved your portfolio recommendation with your Investment Counsellor, your tailored strategy will be implemented.
7. Ongoing Support
After becoming a client, you’ll receive world-class client service and support tailored to you. This includes exclusive client communications to keep you informed about our latest views on capital markets, along with access to additional informational resources.
