Our Process
Understand Your Current Financial Position
- Gather financial information
- Review existing circumstances
- Analyse current policies
- Discuss future goals
- Understand key issues you want advice on
Financial Plan Recommendations
- Illustrate future financial position on our software.
- Outline the key issues and needs in your plan.
- Identify tax savings
- Explain the most suitable way of growing your assets for the future and protecting your family and business
- Review the plan on an annual basis.
- Update on performance of your portfolio.
- Outline any changes in the market that effect you.
- Recommend adjustments to your plan as your circumstances and the market change.
- Select best products and investment strategies to achieve your future goals.
- We research the market and negotiate the best terms for you
- We complete all the necessary paperwork and liaise with providers on your behalf.
