b'3Present the Statement of AdviceUnderstanding the AdviceIn this meeting your financial adviser will present your Statement of Advice (SOA) to you and explain how the recommendations will assist you in achieving your goals. Your financial adviser will answer your questions and discuss any changes that might be required. Before proceeding, we ensure you fully understand the recommendations, the process, our remuneration and ongoing relationship. Once you are satisfied with our recommendations, we ask you to sign the authority to proceed and ongoing servicing agreement.Implementing Your Advice LetterAfter receiving your authority to proceed we will send you an Implementing Your Advice letter or email which includes copies of signed documents and completed insurance applications for your review. We will also detail any additional action items required by you to support the implementation of advice.Action RequiredMeet with us for the presentation of your Statement of Advice Sign Authority to ProceedSign Ongoing Service AgreementSecond PaymentSign Relevant Applications/ FormsComplete Insurance Applications (if required)Elliot Watson Financial Planning has been great, reallyjust helping us with good life decisions. We are building our wealth and doing it with condence.- Brendon and SusieOUR PROCESS|PAGE 8'