We have a “step by step” engagement process, capturing all your critical issues, identifying gaps and developing specifically tailored financial strategies for you.
In order to provide you with comprehensive financial advice, we follow a detailed process which requires us to complete a range of initial and ongoing tasks, as well as a range of initial and ongoing services.
Getting to know you Our first step is to meet with you to discuss your situation and establish whether an ongoing adviser-client relationship will be appropriate for both parties. This meeting is conducted without charge or obligation.
Identifying your goals and dreams We discuss and consider specific areas relevant to you and prioritise your financial and wealth objectives. This includes; your needs and requirements, understanding your personal values and the importance of money, and just how money fits in with your real life aspirations.
Develop and implement a strategic plan The next step is to agree to work together. Having established that we will work together, and agreed upon the terms through which you will employ us as your adviser, then our work begins on your financial strategy.
Implement strategy Using all of the information gathered, we decide upon your investment profile and undertake a series of ‘Financial Planning Models’ to develop and present a financial plan that is specifically tailored for you.
Ongoing support, guidance and advice Most importantly, on an ongoing basis we provide strategic and product advice, regular reviews and a package of related services. This includes regular information via newsletters, presentations and other communications.
Evaluate and review Regular monitoring of your progress is essential for your financial wellbeing. Reviews allow us to discuss with you the latest investment trends and make appropriate adjustments to your financial plan. We aim to keep you on track to be able to live the life you want, the life that is truly important to you, bringing you real peace of mind that you may otherwise not have attained.
Our aim is to help you achieve the financial and lifestyle results that you desire; to create and protect the optimum level of wealth that your circumstances allow. Once we have met and discussed your situation, we will provide you with a complete breakdown of the costs associated with our advice and the implementation of the
strategies we recommend.