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

Discovery Call

Let's have a quick 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

Financial Plan

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

Step 3

Step 4

Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 4

Step 5

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 5

Get in Touch

Call 0408 505 877

Our Location

Suite 4, 300 Vahland Avenue
Willetton WA 6155

Mailing Address

PO Box 139 Willetton WA 6955

Operating Hours

Mon - Fri: 8.30am - 5pm
Sat - Sun: Closed

Michael Hancock (AR No 283305) Proactiv Financial Services Pty Ltd CAR 460876 | ACN 169 495 229 is an Authorised Representative of Respect Financial Service Pty Ltd | AFSL 508000 | ACN 624 859 758

Corporate Authorised Credit representative 460877. Individual Credit Representative 542420. Australian Finance Group Limited Australian Credit licence 389087

General Advice Warning
Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice in regard to those matters.

Links to external websites
These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Proactiv Financial Services in any way. Note: Proactiv Financial Services does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

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