We passionately believe that developing a plan to help you achieve your life goals is exciting, uplifting, and rewarding. Accordingly we attempt to make the process that we take you through as comfortable and enjoyable as possible. There are five distinct stages in dealing with us:
There are five distinct stages in dealing with us:
Initial Discovery Meeting
This is the most important part of our process. Listening to your goals, objectives and future plans helps us to understand what is actually important about money to you. By gaining a full picture of your current position we are able to identify how we can help you, and you can decide if you would like to work with us.
Presenting Key Concepts
Having gathered any missing information and researched existing products, we begin to analyse your situation and develop a strategy for going forward by modeling several options. This normally occurs within two weeks of the discovery meeting and allows us to present a high level summary of the key areas where action needs to be taken. It is not about us providing advice at this stage but allowing for detailed discussion around your current position in relation to your goals, objectives and options. It is designed to help you clearly understand the direction and gain your commitment to move forward.
Financial Plan Presentation
Having expressed your desire to proceed from the concept stage, we will prepare a comprehensive and detailed advice document for you. The primary aim of this document is to clearly and concisely outline our recommended strategy to help you achieve your specific goals and objectives. We will guide you through this, ensuring all is understood and any questions you may have are answered. At the end of this meeting, assuming all is agreed, we will seek your authority to proceed.
Implementing The Advice
Preparing the strategy is important, though a large part of our value to you is ensuring that you action it completely, correctly, and in a timely manner. We prepare all the paperwork, follow up with all the companies involved, and keep you informed along the way. We appreciate that you are busy and our aim is to make this process as painless as possible for you.
Given the comprehensive nature of our advice it will often require other professionals such as lawyers, accountants, mortgage brokers and stockbrokers to be involved. We will either liaise with your existing relationships or introduce you to the relevant professional for your needs, informing them of your requirements and making the process as seamless as possible.
Ongoing Service and Reviews
Our Financial Plans are the foundations of our work with you. However changes occur all the time in not only your personal situation, but also in legislation, regulation, macro and micro economic environments, and specific investment or market factors to name a few. It is essential the plan takes these in to account on a regular basis.
Keeping you informed is a priority. We will keep you up to date with monthly news and market information, and regular investment updates. We make sure you can always contact us conveniently with any questions or concerns you may have. Of course, nothing can beat a face-to-face meeting so we conduct a detailed annual review (or more often, depending on your circumstances) to ensure we are still tracking in the right direction.
