PLAN STEPS
STRATEGY
DEVISE your strategy after obtaining your Financial Position, Goals and Objectives by completing a Fact Finder.
ADVICE DOCUMENT
PREPARE your document, which addresses your goals and objectives with a series of recommendations & strategies.
PROJECT MANAGE
IMPLEMENT the components of your Advice Document you feel best suit your needs and objectives for the future.
FINE TUNE
MONITOR your progress of the Strategy, your Financial Position over the future years and adjust the advice where necessary.
A SIGNIFICANT financial or life event may change your needs and goals and a complete revision of your Strategy is required.