What you can expect

It goes without saying, that everyone has different needs, but broadly speaking we will guide you through the steps below to set up your financial plan.
INITIAL APPOINTMENT
We spend time understanding your needs, concerns and goals for your wealth. This will help us to ascertain the level of advice you require and allow us to explain the role of the financial planner. Here we will also explain how we charge for our services and establish the next steps in the process should you wish to proceed. This meeting is FREE.

INFORMATION GATHERING
We will require information on your current financial situation as well as your short and longer-term goals.

FINANCIAL PLAN
We will present a well thought through and structured plan for you based on the information you have provided.
RECOMMENDATIONS
We will explain recommendations we have researched to meet each one of your financial goals and explain the options to ensure that you understand and are comfortable with your choices.

IMPLEMENTATION
Once you’ve understood and agreed to the recommendations, we will start the implementation process which will require a lot of your time and patience as the process roles out and is documented.

ONGOING MAINTENANCE
We review your financial plan on an ongoing basis proactively recommending amendments as we see fit. We will need you to inform us timeously of changes in your circumstances so we can make allowances for this in your financial plan. At a minimum, we will meet with you once a year and more frequently if necessary.

Please do ask questions continuously throughout the process for your peace of mind. When you contract us to look after your wealth, you are entering a relationship with us that we would like to last many years as this is how wealth creation happens. The process may be a little time consuming and if you choose to implement your financial plan, be warned, the paperwork is heavy. Don’t let this put you off. The sooner you implement a well thought out plan the sooner you’ll get results.

What you can expect

It goes without saying, that everyone has different needs, but broadly speaking we will guide you through the steps below to set up your financial plan.
INITIAL APPOINTMENT
We spend time understanding your needs, concerns and goals for your wealth. This will help us to ascertain the level of advice you require and allow us to explain the role of the financial planner. Here we will also explain how we charge for our services and establish the next steps in the process should you wish to proceed. This meeting is FREE.

INFORMATION GATHERING
We will require information on your current financial situation as well as your short and longer-term goals.

FINANCIAL PLAN
We will present a well thought through and structured plan for you based on the information you have provided.
RECOMMENDATIONS
We will explain recommendations we have researched to meet each one of your financial goals and explain the options to ensure that you understand and are comfortable with your choices.

IMPLEMENTATION
Once you’ve understood and agreed to the recommendations, we will start the implementation process which will require a lot of your time and patience as the process roles out and is documented.

ONGOING MAINTENANCE
We review your financial plan on an ongoing basis proactively recommending amendments as we see fit. We will need you to inform us timeously of changes in your circumstances so we can make allowances for this in your financial plan. At a minimum, we will meet with you once a year and more frequently if necessary.

Please do ask questions continuously throughout the process for your peace of mind. When you contract us to look after your wealth, you are entering a relationship with us that we would like to last many years as this is how wealth creation happens. The process may be a little time consuming and if you choose to implement your financial plan, be warned, the paperwork is heavy. Don’t let this put you off. The sooner you implement a well thought out plan the sooner you’ll get results.