Financial planning is at the forefront of everything we do. We place importance on getting a clear understanding of each client’s requirements and expectations. We then tailor our financial planning to suit your goals and aspirations. Our process consists of the following steps:
Once we define the approach that is best for achieving your goals, the next step would be implementing them to begin to actualise those goals. The process doesn’t end with the implementation though, we continuously review the solutions we’ve planned and check their efficiency.
While we will continuously monitor your investments we would like to keep you in the loop so that you are involved in the process as well. These meetings will help you take stock of how your investments are working and then could decide whether you would like anything to be revised or changed.
Your life constantly changes and along with so will your needs and goals. This would mean that we would also need to continuously change and modify the approach to managing your wealth so that it reflects the changes in your life.