{"id":14253,"date":"2023-01-17T10:23:28","date_gmt":"2023-01-16T23:23:28","guid":{"rendered":"https:\/\/bethere.p3.clientcommunity.com.au\/staging\/?page_id=14253"},"modified":"2025-05-22T09:22:32","modified_gmt":"2025-05-21T23:22:32","slug":"our-process","status":"publish","type":"page","link":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/our-process\/","title":{"rendered":"Our Process"},"content":{"rendered":"\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t
\n\t\t\t\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

Our Process<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t

Our Proven Process helps us get to know you \u2013 your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

\n\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t
\n\t
<\/div><\/div>\n\t
\n\t
\n\t\t
\n\t\t\t\t\t\t\t\t
\n\t\t\t\t\t
Step 1<\/div><\/div>
Discovery Call<\/h5>
Let's have a quick chat to see how we can work together to help you achieve your goals.<\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t
<\/div>\n\t<\/div>\n\t
<\/i><\/span><\/div><\/div>
Step 1<\/div><\/div><\/div>
\n\t
\n\t\t
\n\t\t\t\t\t\t\t\t
\n\t\t\t\t\t
Step 2<\/div><\/div>
Gather Data<\/h5>
We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.<\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t
<\/div>\n\t<\/div>\n\t
<\/i><\/span><\/div><\/div>
Step 2<\/div><\/div><\/div>
\n\t
\n\t\t
\n\t\t\t\t\t\t\t\t
\n\t\t\t\t\t
Step 3<\/div><\/div>
Financial Plan<\/h5>
We create a personalised financial plan that will serve as a roadmap towards your goals.<\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t
<\/div>\n\t<\/div>\n\t
<\/i><\/span><\/div><\/div>
Step 3<\/div><\/div><\/div>
\n\t
\n\t\t
\n\t\t\t\t\t\t\t\t
\n\t\t\t\t\t
Step 4<\/div><\/div>
Implementation<\/h5>
We set your financial plan in action by implementing all your personalised strategies.<\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t
<\/div>\n\t<\/div>\n\t
<\/i><\/span><\/div><\/div>
Step 4<\/div><\/div><\/div>
\n\t
\n\t\t
\n\t\t\t\t\t\t\t\t
\n\t\t\t\t\t
Step 5<\/div><\/div>
Support<\/h5>
There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.<\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t
<\/div>\n\t<\/div>\n\t
<\/i><\/span><\/div><\/div>
Step 5<\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
\n\t\t\t\t\t\t\t
<\/div>\n\t\t\t\t\t\t\t
\n\t\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t

We look forward to working with you to achieve your goals.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
\n\t\t\t
\n\t\t\t\t\t\t
\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t
\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t<\/i>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\tPlease get in touch<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Our Proven Process helps us get to know you \u2013 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 … Read more<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-14253","page","type-page","status-publish"],"yoast_head":"\nOur Process - BE THERE<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Our Process - BE THERE\" \/>\n<meta property=\"og:description\" content=\"Our Proven Process helps us get to know you \u2013 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 ... Read more\" \/>\n<meta property=\"og:url\" content=\"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/our-process\/\" \/>\n<meta property=\"og:site_name\" content=\"BE THERE\" \/>\n<meta property=\"article:modified_time\" content=\"2025-05-21T23:22:32+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/bethere.p4.clientcommunity.com.au\\\/staging\\\/our-process\\\/\",\"url\":\"https:\\\/\\\/bethere.p4.clientcommunity.com.au\\\/staging\\\/our-process\\\/\",\"name\":\"Our Process - BE THERE\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/bethere.p4.clientcommunity.com.au\\\/staging\\\/#website\"},\"datePublished\":\"2023-01-16T23:23:28+00:00\",\"dateModified\":\"2025-05-21T23:22:32+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/bethere.p4.clientcommunity.com.au\\\/staging\\\/our-process\\\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/bethere.p4.clientcommunity.com.au\\\/staging\\\/our-process\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/bethere.p4.clientcommunity.com.au\\\/staging\\\/our-process\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/bethere.p4.clientcommunity.com.au\\\/staging\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Our Process\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/bethere.p4.clientcommunity.com.au\\\/staging\\\/#website\",\"url\":\"https:\\\/\\\/bethere.p4.clientcommunity.com.au\\\/staging\\\/\",\"name\":\"BE THERE\",\"description\":\"Financial Wellbeing\",\"publisher\":{\"@id\":\"https:\\\/\\\/bethere.p4.clientcommunity.com.au\\\/staging\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/bethere.p4.clientcommunity.com.au\\\/staging\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/bethere.p4.clientcommunity.com.au\\\/staging\\\/#organization\",\"name\":\"BE THERE\",\"url\":\"https:\\\/\\\/bethere.p4.clientcommunity.com.au\\\/staging\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/bethere.p4.clientcommunity.com.au\\\/staging\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/bethere.p4.clientcommunity.com.au\\\/staging\\\/wp-content\\\/uploads\\\/2022\\\/11\\\/dummy-logo3.png\",\"contentUrl\":\"https:\\\/\\\/bethere.p4.clientcommunity.com.au\\\/staging\\\/wp-content\\\/uploads\\\/2022\\\/11\\\/dummy-logo3.png\",\"width\":547,\"height\":125,\"caption\":\"BE THERE\"},\"image\":{\"@id\":\"https:\\\/\\\/bethere.p4.clientcommunity.com.au\\\/staging\\\/#\\\/schema\\\/logo\\\/image\\\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Our Process - BE THERE","robots":{"index":"noindex","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_locale":"en_GB","og_type":"article","og_title":"Our Process - BE THERE","og_description":"Our Proven Process helps us get to know you \u2013 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 ... Read more","og_url":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/our-process\/","og_site_name":"BE THERE","article_modified_time":"2025-05-21T23:22:32+00:00","twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/our-process\/","url":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/our-process\/","name":"Our Process - BE THERE","isPartOf":{"@id":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/#website"},"datePublished":"2023-01-16T23:23:28+00:00","dateModified":"2025-05-21T23:22:32+00:00","breadcrumb":{"@id":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/our-process\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/bethere.p4.clientcommunity.com.au\/staging\/our-process\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/our-process\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/"},{"@type":"ListItem","position":2,"name":"Our Process"}]},{"@type":"WebSite","@id":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/#website","url":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/","name":"BE THERE","description":"Financial Wellbeing","publisher":{"@id":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/#organization","name":"BE THERE","url":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/#\/schema\/logo\/image\/","url":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/wp-content\/uploads\/2022\/11\/dummy-logo3.png","contentUrl":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/wp-content\/uploads\/2022\/11\/dummy-logo3.png","width":547,"height":125,"caption":"BE THERE"},"image":{"@id":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/wp-json\/wp\/v2\/pages\/14253","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/wp-json\/wp\/v2\/comments?post=14253"}],"version-history":[{"count":37,"href":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/wp-json\/wp\/v2\/pages\/14253\/revisions"}],"predecessor-version":[{"id":15705,"href":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/wp-json\/wp\/v2\/pages\/14253\/revisions\/15705"}],"wp:attachment":[{"href":"https:\/\/bethere.p4.clientcommunity.com.au\/staging\/wp-json\/wp\/v2\/media?parent=14253"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}