01.
Engage.
The first meeting is an opportunity for us to get to know each other. During our conversations we will start to understand what has made you seek financial advice, what your aspirations and dreams are, and your financial fears. At the end of the meeting, we hope that you will want to continue the relationship with us.
02.
Analyse.
We will analyse this information to assess your current position and determine what you must do to meet your goals. This could include analysing assets, liabilities, cashflow, current insurance coverage, retirement planning, investments or tax strategies.
03.
Develop.
After we analyse and research we will develop and present a financial plan that will hopefully enable you to achieve the future that you dreamed of.
04.
Implement.
Following the presentation of the financial plan, if there are any recommended actions needed, once agreed upon, we will arrange for these to implemented.
05.
Review.
Regularly, we will review your situation including goals, risk profile, lifestyle and other relevant changes and update your financial plan to ensure that you remain on track to achieve the lifestyle that you want.