Steps to Financial Planning

Financial Planning services can be provided at an hourly rate and an estimate can be provided on request. This involves the following steps:

  • Initial consultation, including gathering of information
  • Identifying your needs and goals
  • Analysing your current situation, including a review of your existing portfolio
  • Identifying the gaps/shortfalls
  • Formulation and discussion of recommendations
  • Implementing the solutions (providing of product if required); where necessary, liaise with specialists
  • Regularly reviewing the plan, monitoring the portfolio, ensuring that goals and objectives are still being addressed
  • Implementing changes to the solutions

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