OUR FINANCIAL SERVICES PROCESS
➤ 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.
➤ Fifth Step: Review
- Throughout the year we will review your current situation and the strategy implemented to ensure they are still relevant to your financial objective.
- We conduct this by taking you back to the First Step of our Financial Planning process.