Advice Process
We believe that a structured and transparent process is key to achieving financial success. Our process is designed to ensure that we thoroughly understand your financial situation, goals, and aspirations, and provide continuous support to help you stay on track. From this, we can build from a solid base to create growth.
Initial Contact and Discovery
Before our initial meeting, we will send you a comprehensive questionnaire to gather essential information about your financial situation, goals, and any specific concerns you may have. This helps us prepare and ensures that our first meeting is as productive as possible.
Initial Meeting
During our first meeting, we will discuss your financial questionnaire and any additional information you’ve provided. This meeting is about getting to know you and understanding your financial objectives.
Detailed Financial Analysis
We will perform an in-depth analysis of your financial situation, considering all aspects such as cash flow, investments, retirement planning, tax strategies, insurance coverage, and estate planning.
Development of a Personalised Financial Plan
Based on our analysis, we will develop a comprehensive financial plan tailored to your unique needs and goals.
Implementation of Financial Plan
Once you approve the financial plan, we will assist in implementing the recommended strategies.
Coordination with Other Professionals
We work closely with your existing accountants, lawyers, and other professionals to ensure a cohesive and integrated approach to your financial plan.
Ongoing Monitoring and Review
Your financial plan is a dynamic document that needs regular reviews and adjustments to stay aligned with your goals and changing circumstances. We are always available to answer questions, provide advice, and make adjustments as needed.
Performance Tracking and Reporting
We provide continuous monitoring of your investments and financial plan, with regular performance reports.