Our Financial Planning Process
We are committed to providing the highest level of service and advice. To this end, we need to clearly assess, demonstrate and document that we’ve put your interests first every time we provide financial planning advice.
Our process is simple, transparent, and always focused on you and your needs.
What You Can Expect
At our initial and follow-up meeting, we’ll discuss your needs, assess your current situation, and issue a letter of engagement that confirms the details of our discussion. We’ll also request your written consent to proceed in preparing formal advice.
We’ll work with you to complete a client needs analysis to examine your short-, medium- and long-term financial requirements, which helps us establish the scope of advice. It’s vital you provide us with accurate information during this step.
We’ll then develop a comprehensive statement of advice that covers the services to be provided, together with our recommended actions, a full list of fees and charges, options for ongoing services, and other relevant information.
If you choose to accept our recommendations and engage our ongoing services, we’ll thoroughly implement the agreed actions and undertake regular reviews to keep you informed.
Are you ready to take your first steps towards greater financial freedom? Start by booking an obligation-free consultation.