What happens after you pay
What happens from the day we receive your payment, and the four things we ask of you.
Your engagement starts on the day we receive your payment. We call to welcome you and explain what happens next, and we send you a welcome email.
Your welcome email
It asks for four things. You only give us each one once.
- Your documents. Upload them on our secure upload page, or email them to us.
- Your details for Centrelink. A short online form so we can act as your Centrelink nominee.
- Your fact find. We start it for you from your "Before we meet" questionnaire. Have a look and fill in what you can.
- Your fact find session. Book 30 minutes with our client services team to fill any gaps.
Your authorities follow by DocuSign, already filled in, so you can sign them in one sitting. The email also includes "Your year with us", a one-page guide to the year ahead.
The first two weeks
This is onboarding. We prepare your authorities, set up our Centrelink nominee arrangement and contact your funds and providers. When everything is in, we email to say you're set up and your advice is next.
After onboarding
- We work on your strategy and write your Statement of Advice. There's nothing you need to do.
- When your advice is ready, we email you to book your advice presentation meeting. There's no set day.
- Set Up takes about 90 days from the day you pay.
For the Concierge, your 12 months run from the day you pay. For ongoing service, your first review is the next April or May.
If a step is going to take longer, we tell you before it does.
Questions? Text us on 0489 274 766 or email admin@primeyears.com.au.