Our Approach to Planning
We follow a four-step process in preparing a financial plan for clients:
- At the first meeting we discuss your needs and objectives to find out what is really important to you and gather the information we need to advise you. We also decide with you which of our services can be of benefit to you and discuss fees.
- We develop financial strategies with you to help you meet your financial goals. This may include, for instance, wealth accumulation strategies, retirement income strategies, asset protection recommendations and estate planning issues.
- We prepare a statement of advice to document our suggestions. It summarises your current position, your needs and objectives, our recommendations, the services we are offering and the cost involved.
- Once you decide how you want to proceed, we implement the strategies and, where appropriate, manage administration and co-ordination of other advisers, such as lawyers and insurance specialists. An important part of the planning process is continuous monitoring of the plan, which we revisit at least once a year, or more often if you prefer. We tailor our service to our clients' needs, so we will be involved in the management of your affairs as much or as little as you want.
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