Our experienced financial advisers will take you through our standard 7 step process detailed below. The law requires that any personal advice you receive from us must be appropriate to your circumstances. While you have the choice to disclose any personal information, you need to be aware that the advice you receive may not be appropriate to your needs and your financial situation.
It is important to remember that you are in control and can decide whether to stop, change or continue at any stage of the process.
At the initial meeting we will ask you about your current circumstances, where you are at, your expectations for the future and your financial goals.
The next step is a process called 'fact finding' - where we will ask you about your personal circumstances and help you to determine your attitude towards risk. Your attitude towards risk determines the type of financial strategies you are willing to undertake. You could be conservative in the way you invest, aggressive or somewhere in between. This will help us make the most suitable investment strategies to suit your requirements.
We need the following information from you to assist us to put together your financial plan. The list below will help you be better prepared for the initial consultation meeting. Some of the information requested is of a personal nature.
You may also want to think about your current financial circumstances and setting goals for the future:
During the financial planning process we will give you:
Remember, it's important to keep these documents in case you need them in the future.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
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