Our Financial Planning Process
Steps in the Financial Planning Process
We follow a structured process when you engage our services for financial planning. This is to ensure that we get all the necessary information around your specific needs and financial goals before we formulate a personalized solution
Step1: An initial meeting
This is where you will talk about your financial objectives and requirements to decide the way forward.
Step 2: Identifying your goals
Our financial advisor will ask questions and discuss your planning needs with you.
Step 4: Preparing a financial plan
Our advisor will provide you with written recommendations or a proposal about how to invest or insure yourself, based on your needs.
Step 5: Implementation
Once you’re happy with the recommendations, we will implement your financial plan with the investment, savings or insurance-based solutions you agreed on.
Step 6: Review
Your financial needs will change as your life changes. You may get married, have children, lose a spouse, lose your job or progress to a better role and all of these would require a revisit to your initial financial plan. We will provide ongoing support and updates reviewing your plan as per your requirements.