Our Advice Process
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01
INTRODUCTION /FIRST MEETING
We will provide you with a copy of our Disclosure Documents, which outline our Advisory status and provide information on how we get paid. -
02
GATHER CLIENT INFORMATION
We will collect detailed information from you relating to your current financial situation. -
03
CONDUCT NEEDS ANALYSIS
We will help you to identify your future goals and establish your sensitivity to different levels of ‘investment risk’. -
04
PREPARE RECOMMENDATION
We will analyse your financial status and consider different strategies and options that will enable you to meet your identified goals. -
05
PRESENTING OUR ADVICE
We will present our recommendations and explain how they fit your needs. We will also explain any risks and the costs associated with our recommended strategy. -
06
IMPLEMENT THE RECOMMENDATION
When you are happy to proceed with the recommendation, we will help to put the plan into action. -
07
MONITOR & REVIEW THE FINANCIAL PLAN
We will report to you on your investment(s) quarterly and review your plan periodically to make sure that your situation or needs have not changed.