Our Financial Planning Process
A personalized approach to help you achieve your financial goals with clarity and confidence
Discovery Meeting
This is where the journey begins. We will invite you to chat with us around your aims and objectives to really focus on what is important to you. These meetings are personalised to your individual needs. We believe it is important to start all of our client journeys with a strong foundation and understanding of your aspirations.
Assessing your Existing Plans
By thoroughly examining the existing plans you have accumulated over the years we will be able to assess their viability in reference to your circumstances.
Financial Modelling for you and your family
This has been referred to by our clients as the nearest thing we offer to seeing into the future. We use specialised software to graphically and mathematically build up a clear and detailed financial model, enabling you to make important strategic decisions about your finances from a position of real knowledge. It gives us a clear picture of where you are now and the actions you will need to take to achieve your goals.
Identify Solutions & Research
Having researched your existing contracts, we will begin discussing potential new options and comparing solutions which are personalised to your individual circumstances.
Protecting what matters most
Although we cannot control the future, we can make sure you are financially prepared and able to protect what is most important to you. Whether this is protecting your family, your income, your mortgage or your health and wellbeing should the unexpected happen. We understand that every situation is different; however, we are here to listen to your individual needs and together we make a tailor-made solution which allows you to feel comfortable and secure regardless of what the future brings.
Implementation of Solutions
This is where we bring everything together. Having spent time getting to know you and understanding your current financial situation and objectives, we can now make formal personalised recommendations.
Ongoing Relationship
Our relationship with our clients is built on fairness, loyalty and trust to help them achieve their lifetime goals. We will provide you with regular reviews throughout our relationship to check if there have been any significant changes in your circumstances and to ensure that all of our recommendations are still appropriate to your lifestyle. Whatever’s on your mind, whatever crops up, we’re only ever a phone call away. It doesn’t have to be a formal affair; it could be a quick call or a catch-up over a coffee.
Ready to begin your financial journey?
Contact us today to schedule your Discovery Meeting
Get Started