Wealth Management
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You need Financial Advisor to help you develop an effective financial strategy.
Personal financial advising focuses on you as an individual – bringing together all the financial and psychological factors that have an impact on your life.
Complete Financial Needs Analysis Process
Many people call themselves a “financial planner”, but a true Financial Advisor uses the Complete Financial Needs Analysis Process, which is made up of six distinct steps.
STEP ONE
Clarify your present situation by collecting and assessing all relevant financial data – assets and liabilities, tax returns, records of securities transactions, insurance policies, wills and pension plans.
Step Four
Provide you with written recommendations and alternative solutions. These should be structured to meet your needs without undue emphasis on purchasing specific investment products.
Step Two
Help you to identify financial and personal goals and objectives, and also to clarify your financial and personal values and attitudes.
Step Five
Assist you to implement the right strategy to ensure that you reach your goals and objectives.
Step Three
Help you to identify financial problems that can create barriers to your financial independence.
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Provide a review and revision of your strategy to ensure that you achieve your goals.