Our approach
STEP 1
Understanding you
Our first meeting is all about you. We want to discover what is important to you, what are your concerns or worries, where are you now and what do you want to achieve.
A few things that we will discuss during our first meeting:
- Your values, aspirations and dreams
- Any challenges or frustrations you are facing
- Your current lifestyle
- Your current attitude towards money and wealth; and
- Your previous experiences with money and investing
In this meeting, there will be a lot of questions about your life. We want to make sure that no stone is left unturned.
STEP 2
Research
Identify the gaps between where you are now and where you want to be. We will then be researching strategies on how to bridge the gap and making sure that they will be in your best interest.
STEP 3
Preparation
We will then develop a financial plan specific to achieving your goals.
STEP 4
Your plan to Financial Freedom
Our second meeting is to go through the financial plan that we have built to achieve your goals. We want to make sure that you understand how you will achieve goals and answer any questions.
STEP 5
Action
Time for us both to put this financial plan in action. Once you have given the go ahead to achieve your goals, we will implement the advice and have you closer to achieving your goals.
STEP 6
Review
Your plan is in action but it needs to be regularly reviewed. We need to make sure that you are on track to achieve your goals. Life events might throw a curve ball, but we need to ensure that your financial plan evolves with your life events.