Before you get in touch, it’s helpful to know what you can expect from the financial planning process. Exceeding those expectations comes with the results we aim to achieve on your behalf.
Your situation is unique. Which means you deserve a financial planning service tailored to your exact needs and goals. We follow a simple 6-step process which makes this possible.
In our first meeting, you tell us about your financial situation and what you want for your future. We explain our services and fees. Together we will discuss your needs and objectives. It is an opportunity for us to get to know each other and ask questions.
When you're happy to proceed, we'll go through your financials to obtain a comprehensive picture of your circtumstances, assess your attitude to risk, pinpoint priorities and define specific goals en route to making your dream a reality.
Once we have a through understanding of your facts and figures, we research the market and analyse all criteria, so we can identify appropriarte plans and develop your personal solution.
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We will present you with your personal plan, answer your questions and confirm each individual step in the recommendation; reviewing its implementaion timeline and the costs to make sure it meets your objectives.
We put your plan into action exactly as we've agreed - keeping you posted with progress and notifying you once everything is set up and activated.
The best plans are those which adapt to changing circumstances. You'll receive regular progress reports and, at prearranged intervals, we'll meet to review your circumstances and your portfolio and make sure it meets your expectations.
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