https://www.bellevuewealth.com.au/our-process daily 0.75 2022-03-10 https://images.squarespace-cdn.com/content/v1/62024a6cb8afbc3a6d7fcba3/1645339188185-29XCZXWS251HPP5RDIQG/unsplash-image-M1ObxvsWVhY.jpg Our Process - 6. Keep on track with ongoing service. Ongoing service packages are available to help keep you on track to achieve your goals. You will need to sign an Ongoing Services Agreement which sets out the terms of this relationship, including the services you are entitled to, when those services will be delivered and the fees you will be charged. Once a year you will need to sign a new Services Agreement to maintain the services of your adviser for a further 12 months. We will provide you with a Fee Disclosure Statement once a year. This document will recap the services you were entitled to throughout the previous year, the services you received, as well as the fees you paid in the previous 12 months. Further, the document will outline the services and fees you can expect for the coming 12 months. https://images.squarespace-cdn.com/content/v1/62024a6cb8afbc3a6d7fcba3/1645338405910-NTUEX6TANWUB1B7EQMS9/unsplash-image-4UEA3GuXwMw.jpg Our Process - 4. Your financial plan is ready! Your adviser will present you with a written financial plan, called a Statement of Advice. The plan will: Set out your needs and goals, our financial advice and the reasons why we made these recommendations Provide clear strategies and alternatives for the advice you are seeking Recommend financial products (where suitable) Show you how these strategies and products will meet your goals Inform you of any fees payable and any commission that Wealth Market or your adviser will receive. https://images.squarespace-cdn.com/content/v1/62024a6cb8afbc3a6d7fcba3/1645338871418-QLXHZ6W22M82I6PZ9UE1/unsplash-image-n7DY58YFg9E.jpg Our Process - 5. We put your plan in place. Once you’ve discussed and reviewed your adviser’s recommendations, we’ll ask for your approval to implement your plan, and to sign an Authority to Proceed. Your adviser will explain the process and help you with any paperwork. Where appropriate your adviser will provide you with any Product Disclosure information about product features, benefits, conditions and costs. In future, any additional financial advice may come with a new Statement of Advice, or if your financial situation and goals haven’t changed significantly, you may receive a Record of Advice. You can obtain a copy of your Record of Advice by asking your financial planner or contacting Wealth Market directly. https://images.squarespace-cdn.com/content/v1/62024a6cb8afbc3a6d7fcba3/de2ed3a2-eff0-4802-bc0b-156b798fea11/unsplash-image-7uXn7nudorc.jpg Our Process - 3. We research and analyse. Your adviser will research your current situation and existing financial products to tailor your financial plan to your personal situation and ensure it addresses all the goals in scope for the financial plan. https://images.squarespace-cdn.com/content/v1/62024a6cb8afbc3a6d7fcba3/2f5d9f26-c621-4d65-92bc-f7e44ae13f3f/unsplash-image-3V8gdLbwDOI.jpg Our Process - 1. Get ready to meet your financial adviser. Your adviser will ask you to bring some information and documents with you to the first meeting to help us get a better understanding of your current financial position. https://images.squarespace-cdn.com/content/v1/62024a6cb8afbc3a6d7fcba3/1645339316305-KUUTTLU6XFZP8WUWLZPC/unsplash-image-HfIex7qwTlI.jpg Our Process - 2. We listen and learn about you. It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference. https://www.bellevuewealth.com.au/contact daily 0.75 2024-02-01 https://www.bellevuewealth.com.au/who-we-are daily 0.75 2022-03-10 https://www.bellevuewealth.com.au/home daily 1.0 2022-03-21 https://images.squarespace-cdn.com/content/v1/62024a6cb8afbc3a6d7fcba3/1645943998994-0BI4X65UN3W4VF10RDWU/unsplash-image-eXHeq48Z-Q4.jpg Home - Our services We specialise in advice on all things financial including superannuation, investing and personal insurances. Our advice is personally tailored to your goals to ensure all elements of your financial world are working for you. Find out more about our range of services. https://www.bellevuewealth.com.au/financial-services-guide daily 0.75 2022-05-20 https://www.bellevuewealth.com.au/our-team daily 0.75 2022-03-10 https://images.squarespace-cdn.com/content/v1/62024a6cb8afbc3a6d7fcba3/016842fb-2f86-4bb9-8880-a2dec8ee68b0/Corporate_Profile__Jon_Shineberg_Chippendale_Studio__31925_Wellington_Street_Chippendale__%28I9A4398%29+%282%29.jpg Our Team - Jon Shineberg Jon is the Principal Financial Adviser and Director of Bellevue Wealth. He takes an individual approach to each client to ensure that specific needs and goals are met through the provision of comprehensive, holistic advice. Away from the office Jon enjoys spending time with his wife and three young children. When time permits you will find him on the golf course or at the beach with family and friends. https://www.bellevuewealth.com.au/our-services daily 0.75 2022-03-10 https://images.squarespace-cdn.com/content/v1/62024a6cb8afbc3a6d7fcba3/1645340972799-6CU9T4AXDGNK4KWBT11D/superannuation.jpeg Our Services https://images.squarespace-cdn.com/content/v1/62024a6cb8afbc3a6d7fcba3/1645341011653-W6ACN0BFG2LZO3TR8AY7/retirement.jpeg Our Services https://images.squarespace-cdn.com/content/v1/62024a6cb8afbc3a6d7fcba3/1645341206198-O9C7B0E7CXYP27GKPFUP/cashflow.jpeg Our Services https://images.squarespace-cdn.com/content/v1/62024a6cb8afbc3a6d7fcba3/1645341224684-225CGMOAMHMJI610TITM/personal+insurance.jpeg Our Services https://images.squarespace-cdn.com/content/v1/62024a6cb8afbc3a6d7fcba3/1645341244094-FIDTH9SAKCR1DD8OC676/smsf.jpeg Our Services https://images.squarespace-cdn.com/content/v1/62024a6cb8afbc3a6d7fcba3/1645341419132-VRYZ88OKCD60WIX9UVX0/downsizing.jpg Our Services https://images.squarespace-cdn.com/content/v1/62024a6cb8afbc3a6d7fcba3/1645341434309-RI733ROFUNU6GS6XDP02/business+risk.jpeg Our Services https://images.squarespace-cdn.com/content/v1/62024a6cb8afbc3a6d7fcba3/1645341495883-1529LSKFIYDILYQAEKCT/investment.png Our Services https://www.bellevuewealth.com.au/home-1 daily 0.75 2022-03-10 https://images.squarespace-cdn.com/content/v1/62024a6cb8afbc3a6d7fcba3/1645943998994-0BI4X65UN3W4VF10RDWU/unsplash-image-eXHeq48Z-Q4.jpg Home (Copy) - Our services We specialise in advice on all things financial including superannuation, investing and personal insurances. Our advice is personally tailored to your goals to ensure all elements of your financial world are working for you. Find out more about our range of services. https://www.bellevuewealth.com.au/resources daily 0.75 2025-12-22