Wealth Management Process
Our Wealth Management System is simple, effective, transparent and structured. It is specifically designed to meet your financial needs. It’s all about better information, because better information means better conversations. Better Conversations mean better financial plans and better financial plans mean better results.
1. The Familiarisation Focus
Educational Seminars
Educational Seminars give both knowledge and information to attendees in a relaxed and entertaining environment.
The Discovery Planner
The Discovery Planner is completed prior to the Discovery Meeting. It clarifies your thoughts, plans and objectives for the coming years.
Client and Association Referrals
Client and Association Referrals are similar in content to our educational seminars but are more discreet as they are held on a one to one basis.
The Familiarisation Meeting
The Familiarisation Meeting follows on from the above. It gives us an opportunity to discover what is happening in your world, our world and THE world.
2. The Discovery Process
The Letter of Authority
The Letter of Authority enables us to gather current and accurate data as part of our compliance file. We only collate data to report to you, we do not become an agent.
The Discovery Meeting
The Discovery Meeting s a crucial part of our process. We communicate our research findings and discuss further your goals, concerns and how we can help you through goal based Financial Planning.
The Financial Focus
The Financial Focus documents the agreed points from the Discovery Meeting as we commence a Centralised Wealth Management Process.
3. The Wealth Management Plan
The Wealth Management Plan
The Wealth Management Plan details the protection, development and retention of wealth through a Centralised Wealth Management Process.
4. Optional: The Planning Meeting
The Planning Meeting is an optional meeting to discuss, review and amend your Wealth Management Plan prior to commencement of The Implementation Process
5. The Implementation Process
The Implementation Process is a series of meetings to implement recommendations within the Wealth Management Plan. As a Fee For Service Wealth Management firm we agree our fees prior to commencing Implementation.
6. The Reflection Snapshot
The Reflection Snapshot is a series of periodic reflections that keep you informed of progress. This happens with monthly model portfolio performance updates, quarterly investment reports and annual face to face reflections. Our Financial Planning Team consistently monitors the plan in the background. Each Client has a portfolio manager as a point of contact.
7. The Family Client
The Family Client is designed as a proactive relationship with you and, where appropriate, your family. Your investments and assets are managed using the Advanced Investment Strategy. Never again will you or your family need to worry about your money.
