Step 1 - Understanding your needs and objectives
We will start by listening to you to understand your current circumstances and your needs and objectives. We will discuss your aspirations and where you want to be financially and personally over the short, medium and long term. We will determine with you the advice that you need to achieve these goals.
StEp 2- Analysis and advice
Based on our discussion and the information that you provide, we will prepare our written advice outlining our recommended financial strategies and products that are suitable for your needs.
step 3 - presentation and consultation
We will present our recommendations to you and discuss with you the implications to ensure that you understand our advice prior to implementation. This is an opportunity for us to clarify any questions and concerns you may have prior to agreeing to proceed with our recommendations.
step 4 - implementation and ongoing services
We will implement our recommendations on your behalf once you are in agreement with those recommendations. We will also discuss with you any ongoing services that we think may be beneficial for you that we can offer.