Our Advice Process
  1. 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.
  2. 02

    GATHER CLIENT INFORMATION

    We will collect detailed information from you relating to your current financial situation.
  3. 03

    CONDUCT NEEDS ANALYSIS

    We will help you to identify your future goals and establish your sensitivity to different levels of ‘investment risk’.
  4. 04

    PREPARE RECOMMENDATION

    We will analyse your financial status and consider different strategies and options that will enable you to meet your identified goals.
  5. 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.
  6. 06

    IMPLEMENT THE RECOMMENDATION

    When you are happy to proceed with the recommendation, we will help to put the plan into action.
  7. 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.

We give you the onshore and offshore options that are most tax-efficient and best suit your circumstances.

LEARN MORE ABOUT OUR PRODUCTS

Sycamore Wealth