Our Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1

Initial Consultation

Let's have a chat to see how we can work together to help you achieve your goals.

Step 1

Step 2

Gather Data

We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.

Step 2

Step 3

Discussion

Discuss any concerns discovered during research that may impact your goals.

Step 3

Step 4

Written Advice

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 4

Step 5

Implementation

Once agreed, we set your financial plan in action by implementing all your personalised strategies.

Step 5

Step 6

Support

There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.

Step 6

We look forward to working with you to achieve your goals.

Get in touch

Our Address

Insights

Fostering wellbeing in the workplace

1st April 2025

How safe is your Digital Wallet Part 2

25th March 2025

How safe is your Digital Wallet Part 1

18th March 2025

Legals

Advance Wealth Specialists Pty Ltd (ABN 75 371 121 868) as Trustee for Advance Wealth Specialists Unit Trust is a Corporate Authorised Representative (ASIC No.1296579) of Lifespan Financial Planning Pty Ltd (ABN 23 065 921 735), (AFSL: 229892).

Sanjay D’souza is an Authorised Representative (ASIC No. 454756) of Lifespan Financial Planning Pty Ltd (ABN 23 065 921 735), (AFSL: 229892).
Sahil Dogra is an Authorised Representative (ASIC No. 447928) of Lifespan Financial Planning Pty Ltd (ABN 23 065 921 735), (AFSL: 229892).

All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial, legal, credit and/or taxation advice prior to acting on this information.

Advance Wealth Specialists website may contain some links to other Internet sites. The provision of these links does not mean endorses or accepts any responsibility for the content, use or products and services made available through these websites. If you use these links, you acknowledge and agree that is not responsible for the actions, content, accuracy, privacy policies, opinions expressed, services provided, or other links provided by these sites. You further acknowledge and agree that Advance Wealth Specialistsis not responsible either directly or indirectly for any damage or loss caused by use or reliance on linked sites. Should you have any questions regarding these sites, you should address them directly with the relevant site administrator.