Our financial blueprint

Explore our six steps to financial independence:

STEP 1 - Information Gathering

The first meeting is a chance for us to get to know you and whether we both can feel comfortable in establishing an agreement for mutual benefit. A considerable amount of time of the meeting will be spent collating information in relation to your personal circumstances.

STEP 2 - Identifying your Goals and Objectives

Once your goals and objectives are identified and outlined, we commence work towards outlining the best strategy to achieve these goals. Your goals may be based on some of the following objectives:

• Retiring at a specified age with a specified lifestyle requirement
• Paying for your children’s education
• Having an extended holiday
• Buying a new home and/or car

STEP 3 - Identifying Financial Issues

This may include such issues as cash flow shortages, capital requirements, unrealistic goals and underinsurance.

STEP 4 - Preparation of your financial strategy

Having determined where you are now and where you want to go, we formulate a strategy aimed to illustrate the most appropriate path for you. This includes formulating an investment approach which takes on a level of risk you will be comfortable with.

STEP 5 - Implementing Your Financial Strategy

Once the strategy has been identified and agreed upon, we will commence the process of putting the recommendations into place and continue to monitor its progress.

STEP 6 - Reviewing Your Strategy

As your personal circumstances and economic conditions change over time, the review process is essential in ensuring the long term success of your financial plan. We recommend a review be undertaken at least every twelve months. Any changes required can then be identified and acted upon.