Financial Planning Based On Best Advice
We deliver advice based financial planning solutions using our simple 4 Steps Planning Process:
In our initial consultation we will take a snapshot of your existing plans to see if they are doing what they were originally set up to do. We will also check to see will that they meet your financial needs in the future.
Following our in-depth consultation and needs analysis, we will prepare a confidential report. This will have recommendations for your financial planing based on your priorities and time lines.
At our follow up meeting we will discuss your confidential financial planning report in detail. Our focus will be on explaining our recommendations and ensuring your complete understanding of the products, benefits, priorities and timeline for each financial goal.
Your financial plans will be flexible because we know that personal, family or business circumstances can change at any time. Our ongoing expert financial advice through our regular pro-active communication and our customer contact strategy will keep you financial planning up to date.