Six steps to financial security
Your six steps to financial security are:
1
Initial meeting
2
Discovery meeting
3
Analysis
4
Recommendations
5
Implementation
6
Maintenance
Initial meeting
Our first step is to establish and define the relationship between you as a client and us as financial planners.
Discovery meeting
We will gather information about you and your financial situation before establishing your goals and objectives in life.
Analysis
We analyse and evaluate your current financial position to determine how close, or not, you are to achieving your goals.
Recommendations
We’ll then develop and share our financial planning recommendations, which will act as a roadmap to achieve your goals.
Implementation
We ensure that the specific financial planning recommendations are implemented correctly and followed through to completion.
Maintenance
Once in place, we continue to monitor and review your financial plan yearly, making any necessary adjustments.
Get in touch, we’d love to help you
If you have any questions or queries, a member of the team will always be able to help. Feel free to use the form below or contact us via phone or email.
