Initial Meeting
The purpose of the initial meeting is to confirm that we are able to assist you
and that you feel comfortable with our organisation.
Data Collection and General Assessment
We will gain a thorough understanding of your current financial position, objectives,
risk profile and attitude to investing through a discovery meeting. The collection
of this data will enable us to provide a tailored financial plan for you.
Preparation of Advice Document
We will prepare a Statement of Advice (Financial Plan) which will detail the strategies
to be implemented to ensure that financial success will be achieved.
Presentation of Recommendations
We will meet with you to present the financial plan and discuss in detail the recommended
strategies and cost of implementing each strategy.
Modification of Advice
Following the presentation of the recommendations the advice may need to be amended
to ensure that it meets your needs exactly. We will discuss how the advice should
be modified and prepare and present a modified financial plan if necessary.
Implementation of Strategy
Once the strategy has been agreed upon it will be implemented. This may occur over
a number of weeks.
Ongoing Review
We will review your financial position as well
as the strategy you have implemented on a regular basis to ensure that your changing
situation, economic conditions as well as legislative changes are taken into account
and the strategy adjusted accordingly.
Cost
There is no charge for the initial meeting.
There is charge for the preparation of the advice as well as for the ongoing review services. These costs will be explained at the initial meeting as the cost is influenced by the type and level of services being provided.