Six steps to financial security
Your six steps to financial security are:
Our first step is to establish and define the relationship between you as a client and us as financial planners.
We will gather information about you and your financial situation before establishing your goals and objectives in life.
We analyse and evaluate your current financial position to determine how close, or not, you are to achieving your goals.
We’ll then develop and share our financial planning recommendations, which will act as a roadmap to achieve your goals.
We ensure that the specific financial planning recommendations are implemented correctly and followed through to completion.
Once in place, we continue to monitor and review your financial plan yearly, making any necessary adjustments.