We are committed to developing our knowledge and we diligently accompany you by implementing financial strategies which secure your portfolio and future wellbeing.
Steps in our financial planning process:
- An initial meeting: One on one discussion is held to determine your goals and aspirations.
- Determining your financial goals and financial situation: Assessing your existing financial situation.
- Preparing a financial planning report: Developing a financial strategy to reach a specific solution for your needs.
- Implementation: We implement the solution once you are happy with the planning report.
- Review/feedback: We review your portfolio and are committed to providing feedback and assist with any new financial needs.