1 / Guide You
We will help you determine short, medium and long-term goals and objectives before mapping out an overview of where we are heading and how we will guide you to your nominated destination.
At this stage in the process we will gain:
- A full understanding of the current situation.
- An understanding of goals and objectives.
- An understanding of any potential issues or problems.
- An understanding of attitude to investment risk.
Then provide you with:
- An agreed starting point and finishing line…
- A map and our plan of how to arrive safely at our agreed destination.
2 / Protect You
We will help you determine short, medium and long-term goals and objectives before mapping out an overview of where we are heading and how we will guide you to your nominated destination.
We can help you with:
- Personal insurances (life, income protection, trauma).
- Business insurances (partnership protection, key man, buy/sell agreements).
- Strategies to minimise investment risk and tax minimisation
- Researched and secure approved product list to minimise investment risk.
- Estate and retirement planning advice.
3 / Weather the Storm
Many internal and external factors can affect your long term financial well-being. We will evaluate and organise your existing financial affairs to address the initial issues that have been identified as requiring priority attention
We can help you with:
- Budgeting and cashflow.
- Initiating and developing a structured savings plan.
- Review loans, leases and mortgage arrangements.
- Advice on appropriate tax structures.
- Increase disposable income and cashflow.
- Initial advice to implement structure and method for future prosperity.
4 / Overcome Problems
No matter how well planned and skillfully navigated, there will still be unforeseen hurdles and obstacles that will arise. We will adapt your plan to overcome these problems.
We can support you when:
- You have a change in circumstances.
- Identify the impact on existing plan.
- Reassess and agree upon any changes to goals and objectives.
- Analyse all available options and likely implications.
- Revise strategic advice to minimise impact and overcome hurdle(s).
- Provide a revised plan of how to arrive safely at our agreed destination.
5 / Find a Better Way
We will use our experience and expertise with an innovative and lateral thinking approach to provide sound strategic advice in our recommendations:
We will help you with:
- Risk profiling.
- Asset allocation advice.
- Investment diversification strategies.
- Recommendations from a fully researched approved product list.
- Integrated strategies to provide “value for money”.
- Technical & legislative updates.
6 / Service & Review
As part of our service offering to you, we will regularly review your progress to ensure you remain on track by making plan adjustments as necessary.
We will help you:
- Through good times and bad, so you’re not alone.
- Demonstrate value of advice/value for money.
- Clarity on why and how advice will achieve nominated goals.
- Revise plan in event of changes to objectives.
- Continually checking to ensure we are “on track”.
- Modify and amend plan as necessary to get “back on track”.