In this initial meeting, we introduce you to the company. We listen to see where our services can add value to you. We get to know you and what is important to you. We start to discuss expectations and outline the relationship before taking the next step.
In this step, we ask questions regarding your financial goals and objectives.
We gather personal information and documents relevant to a financial plan.
This information is used to conduct a Financial Needs Analysis and guides us towards various strategies for investing. Eg: balanced, offshore or cautious. It also allows us to assess what products will be most appropriate for your circumstances.
In this step, we will assess the current situation and start developing recommendations for the financial plan.
The team will meet and discuss strategies and products that could be suitable.
Now, we present you with your financial plan.
We will discuss each point carefully and you will be able to ask any questions you might have.
Once we agree that your plan is comprehensive, suitable and effective, we will start to implement it.
We will prepare applications for your signature.
We will prepare compliance documents for your signature.
We engage with the product providers on your behalf and administer each contract for you.
Your plan will be reviewed annually, in a formal meeting between you and your advisor. We will discuss Macro topics, your specific policies and specific investment plans for the year to come.
You will receive monthly newsletters from us and ad hoc news reports on any major unexpected events.
You will receive quarterly investment statements and you can choose to view your investments online.