Initial Advice

The first step is to provide your financial strategy, which addresses the main issues of:

• Where are you now?
• Where do you want to get to?
  
• How we will help you get there.

This comprehensive process has the following steps:

Reviewing your goals and financial position

During our first meeting, we will discuss your goals and what you wish to achieve from receiving financial advice. We will review your current financial position and determine how we can assist you.

Strategic planning

We will analyse your current position against your goals and objectives and determine the most effective way to achieve them. We meet with you to discuss your options and preferences before preparing your Statement of Advice (financial plan). You should allow one-and-a-half to two hours for this meeting. This ensures we have sufficient time to discuss the recommendations in detail, and that you are comfortable with the recommendations.

Financial plan and recommendations

After our Strategy Meeting, we document your financial strategy recommendations in your Statement of Advice (financial plan) and then meet with you to discuss the advice in detail.

The financial strategy will include financial projections comparing your current financial position to your potential position should you implement the recommendations made .  This will demonstrate  how the advice will help achieve your goals, and provide you with greater confidence in your financial future.

Implementation

The written financial advice will include the steps involved to implement the recommendations, including the person responsible and the time frame for each step. We can assist clients to implement the recommendations, should they choose to become clients of our ongoing service.