THE ADVICE PROCESS
Initial Meeting
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Initial Meeting
Meet with us to discover how we can help you and what your key financial goals and objectives.
Preparing your financial plan
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Preparing your financial plan
Based on our discussions, we will prepare a Statement of Advice (SoA) outlining the strategies, products and services that are most relevant to helping you meet your financial goals.
Presentation of Advice
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Presentation of Advice
We will meet with you to thoroughly discuss our SoA document and answer any questions that you may have. You will be given full details of all fees and brokerage. The cost of a written report depends on the complexity of your situation.
Implementing Recommendations
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Implementing Recommendations
Once you are satisfied with our recommendations, we will assist you in implementing our outlined recommendations.
Ongoing reviews
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Ongoing reviews
Our service doesn’t stop with implementation. We’ll monitor the performance of your portfolio and keep you informed of new opportunities, suggesting changes where appropriate.
The majority of our clients prefer a yearly review appointment to discuss their financial situation, the economic climate and any changes to rules or legislation which may affect their investments.