Financial Planning is a comprehensive process that is achieved over a period of time with a long term strategic relationship with your Planner. In order to achieve your goals, consideration needs to be given to the changing environment including legislative changes, changes in the investment markets and changes in your personal circumstances. We work with our clients in an active advice relationship. Planning is about setting medium and long term goals to plan your lifestyle and to ensure your situation is monitored and addressed with an active and ongoing approach.
Our commitment is to remain active and engaged with you, adapting your plan as your priorities shift, and helping you realise the life you want to lead along the way. In order to help you achieve your goals, we develop a holistic Statement of Advice – including all areas of your financial situation. We recommend that it is essential to review your financial situation on a regular basis as part of the advice process.
We also maintain regular contact with our clients throughout the year with our calendar of events schedule. This includes a monthly market update, newsletters, quarterly progress update, record of advices for portfolio changes, annual reviews and ad hoc work.