INTRODUCTION /FIRST MEETINGWe will provide you with a copy of our Disclosure Documents, which outline our Advisory status and provide information on how we get paid.
GATHER CLIENT INFORMATIONWe will collect detailed information from you relating to your current financial situation.
CONDUCT NEEDS ANALYSISWe will help you to identify your future goals and establish your sensitivity to different levels of ‘investment risk’.
PREPARE RECOMMENDATIONWe will analyse your financial status and consider different strategies and options that will enable you to meet your identified goals.
PRESENTING OUR ADVICEWe 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.
IMPLEMENT THE RECOMMENDATIONWhen you are happy to proceed with the recommendation, we will help to put the plan into action.
MONITOR & REVIEW THE FINANCIAL PLANWe 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.