Value of advice

Our responsibility is to you, ensuring you receive the most appropriate strategic advice, service and product for your needs.

We will take you through a financial planning process that is designed to capture your lifestyle goals. This will result in a plan tailored to your needs, and flexible enough to be modified according to your changing circumstances.

Our process will help you take control of your future and set a clear direction of where you want to go and how to get there.

This begins with:

  • An initial meeting with you to establish your needs, goals and risk profile;
  • Thorough analysis of your current financial situation
  • Development of tailored recommendations which will be discussed with you in detail. This will be presented in your Statement of Advice;
  • Implementation of your financial plan;
  • We will continue to review your financial situation in accordance with our regular review procedures and provide updated advice as necessary.

Ongoing review

Ongoing review of your financial plan is a vital part of making sure your investments are in the best place at the best time. This consists of:

  • Ad hoc advice regarding a particular investment if the appropriateness of that investment changes;
  • Regular performance reviews of your investments to ensure reasonable performance levels within the selected asset category,
  • Regular review of your personal circumstances to ensure the continuing relevance of the assumptions you instructed us to make in preparing the strategies associated with your financial plan;
  • Continuing review of your goals and modifying and implementing your plan accordingly.
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