Our Planning Process

Throughout the planning process we endeavor to make the experience as simple and straightforward as possible. Without compromising the importance of each step in our process, we guide our clients to a point where they are able to clearly articulate what it is they hope to achieve. Once this clarity is achieved, we can then move forward to establish meaningful and appropriate financial solutions.

We have developed a five stage Financial Planning Process in developing a set of outcomes that are tailored to a clients own needs. These steps are:

To be able to clearly understand what it is that a client wants to achieve in the short, medium and long term.
Together we discuss your comfort level of risk and make sure you understand all aspects of the advice we are about to provide. We undertake a thorough analysis of your situation based on the information you supply us. Essentially, we build a profile of whom you are and where you want to be, both financially and individually.
We prepare your financial strategy based on our assessment and research resources. We develop options for you that will enable you to improve your financial position progressively in line with your goals. These options take into account cash flow, tax and other relevant financial issues.
A set of recommendations is prepared, with supporting research, for your consideration. This is then refined and adjusted in consultation with you until we are all in agreement on the set course of action.
Once you are satisfied with the action plan and our recommendations, we implement your strategy and have regular reviews ensure your strategy is still in line with your goals.