The Planning Process

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Initial Consultation & Goal Setting:

 

We discuss your financial goals, current situation, and expectations. You will get to know our services, approach, and fees during this session. We charge a flat fee for service and do not take commissions on investments, so you will know exactly what you will be charged. 

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Financial Analysis - Plan Development & Implementation:

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We will conduct a thorough analysis of your finances, including income, expenses, investments, and assets. Based on this assessment, we will create a personalised financial plan outlining recommendations and strategies to achieve your goals.

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Monitoring & Reviewing

 

Once the plan is implemented,  we can  regularly monitor your financial situation and the performance of your investments. We can  make adjustments as necessary to ensure your plan remains aligned with your goals and adapts to any changes in your life circumstances or the market.  You can sign up for ongoing service or request a set and forget approach and come back when you need us again.

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