Each family circumstance is unique and therefore a dynamic and flexible approach is required.
We tailor your bespoke financial blueprint to your own specific requirements.
Some core financial planning questions:
As Alan discussed in a recent interview with broadcaster Ivan Yates, we operate under a needs based analysis system.
We identify your core financial planning requirements and devise a unique financial blueprint to address those needs.
During our initial meeting we outline the steps of engagement
The Six Steps to
Financial Planning Success
We meet initially to gain a deeper understanding of your financial objectives and goals. At this stage of the relationship we are doing a lot of listening and you are doing most of the talking!
The primary aim of this initial step is to gather all the relevant information thereby enabling us to analyse your goals with respect to your existing financial situation.
We first need to conduct a detailed factfinding exercise to ensure we have all the relevant financial information.
This involves modelling cashflows, detailed scenario analysis and overall asset profiling.
We use our proprietary in-house analytics and modelling software to produce your financial plan.
We can quickly identify where the gaps exist between your primary financial planning goals, existing contributions asset/ risk profile(s) and cashflow projections
Cash flow modelling software is vital in investigating the “What ifs?”
We present your preliminary plan over a (1.5-2hr) detailed planning session probing further to ensure we address your financial planning requirements.
Once you are comfortable with the overall strategy, we then transition into the implementation phase.
This can be an exciting time for clients. The detailed planning has concluded.
The numbers have been crunched and we transition to the execution of your strategy.
This is one of the most important stages and often neglected. We offer strategic, pro-active and bespoke wealth management solutions.
We provide in-depth advisory services to business owners, professionals and entrpreneurs. Our services are not for everyone owing to the level of detail and enagement requirement with each client.
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