We establish and define the professional relationship between ourselves and our clients so that each party knows what to expect.
Define the professional relationship.
Gather all the necessary information.
We then gather all the necessary information that we need on our client including: current financial position and personal financial goals.
Analyse our client's financial position.
After which we then use the information above to analyse our client’s financial position.
We present our solution.
We prepare and present our solution and recommendations. This ensures you approve and are in agreement with the way forward.
We then implement the plan once approved in step 4. This means we are now in action and your process has started.
Review and monitor.
Finally, we review and monitor our client’s financial position and investment strategy at least annually.