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Where are you now?

  • Where do you want to be in 3/5/10/20 years time?
  • Your Objectives; what’s important to you?
  • Goals
  • Priorities
  • Issues
  • Needs
  • Concerns

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    Current Situation

  • Income
  • Family
  • Employment
  • Assets / liabilities
  • Concerns

  • Strategy to achieve your goals
    All options covered –
    maybe highlight some not previously aware of
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  • Explore various opportunities/options
  • Market Insights & Expertise
  • Projections
  • Recommendations
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  • Agreed action plan based on your goals/objectives
  • How can you get better value
  • Risk Profiling
  • Fund Advice
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  • Putting your decisions in place
  • Research the market
  • Negotiate best deals
  • Prepare all paperwork
  • Monitor until finalised
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    Maintain / Review / Communicate

  • Review Meetings
  • Portfolio Analysis & Restructuring
  • Rebalancing
  • Revisit / Meet other needs
  • Newsletter
  • New Trends/ Insights / Products
  • Process