How it works.
PLEASE CONTACT US TO ARRANGE A FACE TO FACE MEETING, FREE OF CHARGE TO DISCUSS YOUR CURRENT FINANCIAL POSITION AND FUTURE ASPIRATIONS FOR YOU AND YOUR FAMILY.
Our typical financial planning process includes…
· Establish and Define the client planner relationship
· Gather client information including goals and objectives
· Analyse and evaluate the clients current financial position
· Develop a strategy and present the recommendations,
as well as any relevant alternative strategies
· Implement the recommendations
· We monitor our client portfolios on a day to day basis.
As apart of our ongoing services you will have direct access to our Senior Financial Planners and team if you have any questions. Regular meetings are also scheduled to keep you informed with how your financial position is tracking and where you are in relation to meeting your goals.
Your investments are managed by us on a day to day basis as well as getting direct access to our knowledge and extensive research conducted daily.
One of the most important parts of this process is that circumstances do change for the better and worse, the more you keep us informed the more tailored the advice and strategy will be to suit your needs