The Process

PREPARATION AND DATA GATHERING
From your initial meeting, you may be asked to complete a fact find and cash flow budget. This will assist us to determine your current financial situation and your future financial objectives as well as identify your risk profile to ensure our future recommendations are best suited towards your needs.

DATA ANALYSIS
After this appointment we will analyse your data, and create options which we believe to be appropriate for your circumstance. We will then present to you what we believe to be the best suited strategy, along with other options we’ve created in order to allow further choices in the selection process.

RECOMMENDATION
Once you have accepted our proposal, we will then prepare a formal Statement of Advice report which will further outline your objectives, the recommended strategy and the implementation of the strategy. The statement of advice report will then be presented to you.

IMPLEMENTATION
We will prepare and process all the necessary paperwork. You will be updated through this process.

ONGOING ADVICE
Your plan will be monitored and reviewed on a regular basis with further review meetings scheduled in the near future. Should your situation change, please contact us so that appropriate changes can be made and your plan will reflect your new objectives.