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Financial Planning Process
To enable us to provide Best Advice for our clients, we encourage them to make use of our comprehensive financial needs analysis service. We guarantee that all information obtained will be treated with the strictest confidentiality.
The Financial Planning Process
On our first visit, we obtain information on your current financial situation, including assets, liabilities, income and financial objectives.
After researching your unique situation, our consultants will return with a written report and explain it in detail. This report will include not only suggestions to reach your financial goals, but also a comparison of products from different financial institutions. We believe that our independence from these institutions helps us to stay focused on our client’s needs, without the interference of contractual obligations.
We encourage our clients to ask questions, as we endeavour to assist you in making an informed decision. After consulting, we will do exactly what you decide, even if it is not what we suggested.
As peoples circumstances continually change, their financial plans have to be reviewed regularly. We encourage our clients to contact us in the event of any significant changes in their circumstances. Alternatively, we suggest an annual review of your financial plan.
Our financial needs analysis is provided without any obligation to make use of our suggestions.