As one of our valued clients, we commit to working with you to determine areas for development within your financial situation and to implement a number of practical initiatives to drive your finances successfully into the future.
This Service Guarantee acts as a symbol of commitment for all parties – that your Financial Plan will be proactively pursued and implemented as required.
The process that we apply when dealing with clients can be broken down into six basic steps:
- Initial Contact
Our office will arrange a time for an interview with you.
- Fact Finding
During the interview we will get to know each other, answer your questions and collect all relevant data to prepare your plan. This will include your personal and professional goals and objectives.
- Data Analysis
Based on the data collected, we will identify all the issues relevant to your financial needs. We will assess and analyse each issue to formulate strategies to achieve your present needs and review all available options in order to attain your future dreams.
We will present a presentation which will describe your current financial position.
This will include an analysis of your needs and goals. We will provide product recommendations to achieve your stated needs and goals and cover compliance related matters. Included will be details on future reviews and ongoing monitoring.
We will give you a written presentation where we explain the different aspects and answer any of your questions you might have. We will ensure that you are comfortable with the recommendations and get your consent to proceed with the implementation.
We will assist you to complete all the necessary paperwork, with client signatures and approvals and lodge the applications to the relevant product providers. You will be kept updated with the progress of application.
We will meet with you on a yearly basis to review your Financial Plan. This is to ensure that it keeps in line with your changing needs.