Creating A Professional Financial Planning Strategy
We make sure we take the time to understand your needs, goals and preferences before we make any recommendations. Below is a summary of our client-focused process
Initial Contact
A general discussion on the client’s needs, objectives and future goals.
A brief data capture and summary of personal/financial circumstances.
Establish details of current plans and policies – this can be easily done by signing an Authorisation enabling us to obtain information on your existing plans.
Client Review
A more detailed review of specific goals and needs
An assessment of the clients appetite and tolerance for risk
A general overview on some options
Preparing Our Recommendations
Using the information to hand, we will outline an overall strategy tailored specifically to the client’s needs
A review of the market, products and providers
Establish a timescale for implementation
Discussing Our Recommendations
A summary explanation of the recommendations
An overview of the fees, costs and charges
Confirm next steps to be taken
Implementing Your Plan
Completion of necessary applications and paperwork
This can be completed digitally, remotely or in-person
Obtain supporting documentation where relevant (i.e. ID, bank statements etc.)
Reviewing Your Plan
Agree regular review periods
Offer online access where appropriate
Confirm points of contact and other resources/supports
