Step 1: Meeting You
Though you may have taken a thorough look at our website or brochure, we do prefer to meet with you face-to-face. This is the start of a life-defining relationship and we want you to feel absolutely comfortable with who we are and how we work right from the outset.
Step 2: What are your dreams and goals?
Financial planning is fruitless unless it has been geared to meet a specific goal. We uncover your short, medium and long-term goals and aspirations.
Step 3: What resources do you have right now?
Our financial planning process begins with us learning about your current financial situation. We look at the income you have, your existing assets, investments and insurances, as well as the financial outlay you are responsible for on a monthly and annual basis.
Step 4: Aligning your wealth plan to your goals
Because our process is geared to understanding what truly makes you tick, we are better positioned to help you achieve what you really want from life. Here we look at the possible financial options that will suit your specific situation the best and present these options to you.
Step 5: Implementing the plan
We will provide you with a solid, completely realistic financial plan that will help you achieve your best life, while helping you keep your goals in view at all times. From selecting and implementing a range of policies and investments that will support your needs, to our regular review of your portfolio to ensure we remain on track, we ensure that every aspect of your wealth plan is perfectly taken care of.
Step 6: Ongoing Review
Because we change as we journey through life, we check-in with you as often as your needs require, to re-evaluate where your goal-posts may have shifted. This helps us to ensure that your financial plan will continue to support and achieve your financial goals.