Our approach to data gathering and ascertaining your financial planning needs and goals is conducted in a relaxed, respectful and considered manner.

The following list provides a brief summary of our usual process:

Financial Planning Process

  • Getting to Know You & Data Gathering
  • Define Current Financial Situation
  • Identification of Your Goals, Dreams, Aspirations, Needs & Priorities
  • Risk Profiling & Investment Attitude (as appropriate)
  • Agree on Objectives & Personalised Strategies
  • Establish Time-frames
  • Preparation & Presentation of written Statement of Advice, outlining recommendations & solutions
  • Implement recommended plan – as agreed
  • Confirm Client Review Programme
  • Client Application(s) – Submission tracking to Completion
  • Maintain & Review Financial Plans through Ongoing Service and Periodic Review Meetings