Our Approach
INITIAL MEETING
- Gain a clear understanding of what's really important to you and your personal values
- Identify your financial goals, objectives, and when you want to achieve them
- Gather information about your current financial position
- Review your current cashflow
- Arrange a second meeting to discuss various financial strategies
STRATEGY MEETING
- Review your current financial assets a see how they fit in with you financial aspirations
- Review your current cashflow structures
- Financial modelling
- Discuss investment risk and return
- Present various strategies and discuss the pros and cons of each
- Identify which strategy you feel more comfortable with
- Re-address your goals and see if they fit in line with your chosen strategy
- Obtain consent to prepare your written financial plan
PLAN PRESENTATION
- Reaffirm your financial goals
- Present your written financial plan in an easy-to-understand format
- Discuss recommended strategies
- Answer any questions/issues you have regarding the plan
- Discuss implementation activities
ADVICE IMPLEMENTATION
- Finalise advice and implementation activities
- Discuss ongoing review process as no plan is a set in stone,rather it needsconsents monitoring and adjustments as your life changes
ONGOING CONTACT
- Keep you updated with any legislative changes that may affect your financial plan or changes that you can take advantage of
- Revisit personal circumstances, as people's financial goals also change
- Track spending, saving, progress towards goals, advice strategies, and make appropriate changes when required
