Our Process
Our aim is to make sure you are always on track to achieve what is important to you and implement the necessary steps to facilitate this. We undertake a structured process:
1. Information gathering / fact finding
The objective of the first meeting is to gain an understanding of your unique situation and the issues that you face, as well as determining whether we are the right firm to assist you. We will then be in a position to determine whether we can help you and how this can be achieved.
2. Identifying your goals and objectives
Everyone has financial goals and objectives that they wish to achieve. Whether this be the purchase of a new or first home, paying off debt, building financial security or saving for a holiday. In order to determine the strategies required to provide you with the highest probability of achieving what is important to you, we must first undertake a process of discovery to determine what it is you are looking to achieve and how this can be quantified and targeted, so that we can benchmark success against this.
3. Preparation
of a Wealth Management Plan
Once you have agreed to engage us to prepare your wealth management plan, we will then go about determining the required strategies and steps that will need to be implemented in order to provide the highest probability of achieving what you stated as being important.
We will present you a plan with clearly identified recommendations relating to your goals and objectives and where necessary, will prepare and include financial models to assist in the explanation of our recommendations to ensure you are on track.
We will present you a plan with clearly identified recommendations relating to your goals and objectives and where necessary, will prepare and include financial models to assist in the explanation of our recommendations to ensure you are on track.
4. Implementing Your Plan
Plans are useless unless implemented. Once we have presented your Wealth Management Plan, we will look to implement the recommended strategies and keep everyone accountable (whether that be you, us or another related professional). This ensure that strategy gets implemented and results can be achieved.
5. Ongoing
review and course correction
One you have a plan in place, it is important that this is regularly reviewed to determine you are on track to achieve we we initially set out to do, in accordance with changes in circumstance, legislation and anything else! Ongoing
services are a vital part of our relationship and can include:
- A structured review program where we will meet with you a set number of times per year (in addition to contact throughout the year)
- Determine whether you are on track to achieve your financial goals and whether changes in personal circumstances or legislation dictate a reason to change your current strategy
- investment portfolio reviews and portfolio changes
- Structured reporting of your funds and progress towards goals
