The next step is to develop a strategy to suit your particular situation and goals, which will be presented to you in a written Statement of Advice.
Your adviser will explain the Statement of Advice to you, and you can ask any questions you have and clarify the details. Once you’re comfortable to go ahead, you instruct your adviser to implement your strategy.
Once the strategy and plans are in place, your adviser can put a review period in place to keep an eye on the progress and adapt your plans for any changes in your circumstances.