For most of us, finances are very personal. That’s why our services are built on trust, open communication and honest advice. But trust can only be formed by establishing a genuine relationship – a core value that shapes our approach. Building on this foundation, we offer a comprehensive, customer focused 5 step planning process.
Our Process
We believe in starting every new relationship with a blank sheet of paper
We adopt a tried and tested 5 step process that will identify your needs and objectives, develop a foundation that creates a basis for the strategy going forward, and review and make changes where appropriate as circumstances and conditions evolve.
A Little Of Our Story
Our process works with you every step of the way
- 1. Getting to know you
- 2. Evaluate Current Financial Assets
- 3. Provide Options and Recommendations
- 4. Implementation Process
- 5. Review Process
The first step involves establishing financial goals and objectives. It is important to have a clear vision for achieving various financial goals relating to education, career, retirement and other personal and business goals. It’s important that we develop a strong understanding of what you are trying to achieve when making recommendations. You will play a direct role in what type of financial plan is offered and how each strategy will play out.
The second step is an in-depth evaluation of your current financial position. This may include bank deposits, shares and bonds, as well as property holdings and investment accounts. Building your balance sheet and cash flow position will help us better understand your current situation to help forecast where you could be in the next 5, 10 or 20 years if you follow a specific financial strategy. If required, we may also perform a gap analysis to determine what steps need to be taken to potentially achieve goals. We will cover topics such as asset allocation, cash flow management, tax strategies, investment plan options and risk tolerance.
Once we have a solid understanding of your current situation and desired future outcomes, we will create a detailed advice document, outlining a tailored strategy designed to achieve your unique goals and objectives. In doing so, we will ensure that no aspects of the plan have been overlooked before it is implemented.
Proper implementation of any financial plan is critical to ensure its long-term success. We will work with you each step of the way when putting the plan into action. During this stage, you will be given as much information as possible to understand the strategies risks and rewards. Our recommendations will be activated through services like tax planning, asset allocation and estate planning.
It does not end there. Wealth management is treated as a continuous process of working together toward a common goal. This will require constant monitoring to ensure you remain on track. We will continue to review the process and make modifications as and when your circumstances change. This will ensure inefficiencies don’t re-occur. We will also conduct periodic account performance reviews and provide you with the results. Regular meetings will be scheduled to discuss the progress and ensure accountability of all parties involved.
Your Needs, Our Goals
Planning for life-changing events
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
