Discovery meeting

Initial meeting to understand your:

  • Current situation
  • Goals and objectives
  • Values and ambitions
  • Special concerns and challenges
  • Attitude to risk

Analyse requirements and evaluate options:

  • Development of comprehensive financial plan and investment strategy
  • Liaising with your other financial professionals
  • Retirement planning
  • Income and family protection
  • Business succession planning
  • Estate planning
  • Consideration of tax position and cashflow requirements

Advice documentation and preparation of your financial plan:

  • Detailed documentation of overall strategy and financial plan
  • Analysis of situation and formulation of future position
  • Consideration of alternatives
  • Preparation of required documents to implement your strategies
Recommendation meeting

Presentation of your tailored financial strategy:

  • In person meeting to present recommendations including investment strategy
  • Completion of documentation to implement recommended strategies and investments
  • Overview of your implementation schedule

Implementation and execution of your tailored strategy, which may inlcude:

  • Submission of documentation
  • Opening new accounts
  • Transfer existing assets
  • Liaising with providers
  • Liaising with other agencies as required
Regular review meetings

Ongoing monitoring of investment strategy and wealth management plan:

  • Advice review and updating your situation
  • Monitor investment portfolio performance
  • Impact of legislative changes to your strategy
  • Economic and market updates relevant to your strategy