First Step- Our first meeting with you
Initial Consultation – We provide you with the opportunity to learn about us and what we offer
Gather Information/ Identifying current Financial Position - we collect all your relevant information to establish your current financial position
Goal Setting– we discuss what is important to you and what you would like to achieve
Second Step- Develop Recommendations
Our team will use the information gathered from you to establish your current position
We will conduct extensive research to identify the best strategy suitable to ensure you achieve your goals.
Third Step- Present Recommendations
We discuss the recommendations with you in detail and explain how this strategy will help achieve your goals.
We will answer any questions you may have to ensure you understand all the information provided
Fourth Step- Implement Agreed Recommendations
Our team will begin the process of implementing the recommended strategy.
Together we will ensure that you are on the right track to reaching your dreams
Throughout the year we will review your current situation and the strategy implemented to ensure they are still relevant to your financial objective.
We do conduct this, by taking you back to the First Step of the Financial Planning process