Our 6-Step Process for Comprehensive Financial Planning and Wealth Management
Establish the Client Relationship
Establish and define the client-adviser relationship. We will clearly explain and document the services that we will
provide to you and define both our and your responsibilities during the financial planning process. We will explain fully we will be paid and by whom. We will also agree on how long the professional relationship should last and on how decisions will be made.
Gather Data
Getting to know you. We will gather information about your financial situation. Together we will define your
personal and financial goals, understand the time frame for results and discuss how you feel about risk.
Analyse and Evaluate
Analyse and evaluate financial status. We will analyse this information to assess your current position
and determine what you must do to meet your goals. Depending on what services you have asked for, this could include analysing assets, liabilities and cash flow, current insurance coverage, retirement planning, investments or tax strategies.
Recommendation and Presentation
Develop and present financial planning recommendations and/or alternatives. We will then offer recommendations
that address your goals, based on the information provided. We will discuss the recommendations with you to help you understand so that you can make informed decisions. We will listen to your concerns and revise the recommendations as appropriate.
Implementation
Implement the financial planning recommendations. We will then agree on how the recommendations will be carried out. We are likely to carry
out the recommendations and administer any contracts to be implemented. You will be kept updated as to the progress of the implementation stage.
Monitor and review
Monitor the financial planning recommendations. On a regular basis we will review your situation including goals, risk profile, lifestyle and other
relevant changes. We also review the performance of your plans to assess the levels of volatility and return. This process forms part of our ongoing planning discussions with you to ensure that we are always working towards the achievement of your financial and lifestyle objectives.
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