Our Planning Process

Our Planning Process

The financial planning process always starts with an initial discovery that takes place in form of a first meeting to identify what your circumstances, goals and aspirations are, where we can add value, and whether we want to work with each other. The initial meeting is free of charge.

The analysis and strategy stage involves us considering various different options for you and developing specific recommendations that we will lay out in a comprehensive financial plan for you.

If you are happy with our recommendations, the implementation stage will start which will entail product applications, underwriting processes, asset transfers, redemptions and purchases, rollovers and anything else that is part of our proposed structure for you. The real value of a financial plan arises from its timely and thorough implementation.

Our ongoing review process is the stage you will enter after the initial on-boarding process. We take the ongoing maintenance, review and adjustment of your financial plan very seriously, as we know that just as life unfolds and changes, so should your financial plans in order to ensure it remains suitable for you. Depending on the complexity of your situation, we may recommend an annual or half yearly review cycle. In addition, we are available for you at any time throughout the year as sounding board for decisions you may wish to get our input on.