Here’s how our Financial Planning works
Step one: The Check Up
You’ll meet up with one of our Financial Strategists who will sit down and discuss your dreams and aspirations, while also taking a look at your financial situation at the moment. At the end of this you’ll be given a Free Financial Health Check, and then we’ll discuss with you how our process works, and you can decide if it sounds like a goer.
Step two: Discovery
If you decide you’d like to continue, we’ll get down to business. Your Financial Strategist will collect some more information from you and start completing research prior to having a more in depth conversation about your current financial position, your goals for the future and the current approach to getting there. At this point we will have a thorough understanding of your position, and be able to assemble your team of experts to start constructing your plan.
Step 3: Get around the table
Your team of financial experts (financial planners, accountants, mortgage, insurance and property specialists) get together and discuss your goals and go over your financial position.. We collaborate, debate and determine the best way to take you from where you are to where you want to be all while minimising risk, maximising growth and ensuring you have fun along the way.
Step 4: The game plan
This is the point at which we’ll come back and present to you your plan. We’ll go over the strategy, show you where we expect you to end up, and seek your feedback. This is where we have the chance to tweek and alter things before we get into the implementation.
Step 5: Implementation
Now strategy meets execution and together we get to work making implementing your plan. We’ll do the heavy lifting, prepare the paper work and make it is simple and straight forward as possible for you.
Step 6: Checking-in
Like any good coach or mentor, we don’t just disappear, we’ll continue to review and manage your situation, constantly ensuring your plan is working as well as it can for you. Things change fast in life and we will keep on top of both with regular reviews and adjustments. We don’t view this as a short run thing, we’re in it for the long haul, so you can expect us to stick around and see it through.