Financial Life Planning
Without context we believe it is difficult to provide any meaningful guidance and advice. By capturing lifetime goals and evaluating investible capital, a range of scenarios can be scrutinised to understand your requirements and the risks required to achieve them.
Financial planning is the cornerstone of what we do. We are passionate about true financial planning and the benefits it can bring to you.
Our process follows the six step internationally accredited Financial Planning process set down by the Institute of Financial Planning. Broadly, this is as follows:
Stage 1 – Establish and define the client / planner relationship
Stage 2 - Gather client data including goals
Stage 3 – Analyse and evaluate financial status
Stage 4 - Develop and present recommendations /alternatives
Stage 5 – Implement
Stage 6 – Monitor
You can see an example of one of our Lifetime Cashflow Forecasts here which we use to evaluate your financial status. (Download from Box?) We would normally build a number of these scenarios up for you until a clear picture of your goals presents itself. You will be more confident in your decision making having already reviewed the possible outcomes. You will also be confident that your protection, investments and pensions are set up in the most appropriate manner and you are not taking any undue or unnecessary risks.
By taking this considered approach to managing your finances we can add substantial value to your circumstances.