Our Process
The first and crucial step in our financial planning process is to get to know our clients and find out what’s important to them – this exercise goes well beyond the numbers on paper. Next, we perform a S.W.O.T (Strengths, Weaknesses, Opportunities and Threats) analysis on 6 key financial planning areas:
- Financial Position
- Investment Planning
- Tax Planning
- Retirement Planning
- Protection Planning
- Estate Planning
Regardless of the level of planning you desire, each financial planning client receives a personalized and detailed Action Plan. This plan is proactively monitored by holding review sessions with clients on a regular basis and adjusted as needed.