From first enquiry to clear
next steps
Here is what the Phoenix process looks like once you
decide to start the conversation
The Phoenix process is designed to help you move from uncertainty to clarity.
This page walks you through what happens after you make an enquiry, who you may speak with, and how the early stages are handled before any decisions are made.
You make an enquiry
This is where the process begins
Once you reach out, the first step is to understand whether
Phoenix may be the right place to help you.
You do not need to prepare a full financial plan before enquiring.
You simply need to be open to a conversation about where you are now and what you would like to improve.
We check whether we can help
Unfortunately not everyone will have a strategy available to them
Phoenix is a specialist team, so the early stage is about understanding whether your situation suits the type of strategies we work with.
This helps make sure your time is respected and that you are speaking with the right people for your circumstances.
You meet with a financial project manager
This is where your situation becomes clearer
Your project manager will ask questions about your current position, your goals, your concerns, and what you want your future to look like.
The aim is to understand the full picture before discussing any possible strategy.
Because after all, different people prioritise different things.
Your position is mapped
The numbers need to make sense
Phoenix looks at the details that matter, including your home loan, income, debt, equity, super, tax position, and retirement goals.
This stage helps identify what may be realistic, what may be suitable, and what needs to be considered before moving further.
A strategy is explained
The decision stays with you
If the strategy makes sense and you feel comfortable, Phoenix can discuss the next steps with you.
If it does not feel right, you are not pushed forward.
The process only continues if you understand the strategy and choose to move ahead.
Phoenix coordinates the moving parts
If you move forward, you are not left to manage everything alone
Once you choose to proceed, Phoenix helps coordinate the people, paperwork, steps, and communication required to bring the strategy to life.
You can be as involved or uninvolved as you would like, while the team helps keep the process moving.
You are kept informed along the way.
Clear communication matters.
As the process continues, Phoenix helps explain what is happening, what is needed, and what comes next.
The aim is to make the experience feel organised, understandable, and supported from beginning to end.
Ready to understand your next step?
Start with a conversation and see whether Phoenix may be the right fit
Book a chat to begin the process and find out what your next step could look like.