A relationship with a Financial Broker is not a once-off transaction. Instead, it is a relationship that hopefully will endure for many years. We enjoy quite a number of client relationships that are now measured in decades rather than years!
Because life is a journey, and your finances are never the same from one day to the next. So regular contact sits at the heart of the relationship, both through face-to-face meetings and also phone calls.
Your financial plan is the roadmap.
All of our interactions with you are to ensure you remain on course to achieve your financial goals. We use our expertise to develop a financial plan that is centered around helping you to achieve your goals. Yes, this involves hours of preparation, strategic thinking, and research. But it is worth it. Without a financial plan, you are going into uncharted waters without a plan or a map to guide you, and are unlikely to reach your desired destination – the achievement of your financial goals.
So what can you expect in a financial planning process?
We clarify your goals Financial Brokers tend to share a common trait – being good listeners and good at asking questions! These are really important skills as our starting point is to get crystal clear about what it is you want to achieve in life and how this can be enabled through wise management of your financial affairs. We prepare a financial plan Once we know what it is that you want to achieve, we can then use our expertise and skill to work out how we believe you can reach your goals. This will typically be through better financial habits and behaviors, as well as by identifying the very best suite of financial products that you require to achieve your goals in a risk-controlled way. We recommend a way forward We then start to guide you home, by setting out our recommendations on actions we believe you should take and also financial products that you should potentially buy. These recommendations will be made with the sole aim of helping you to achieve your objectives.
We take the hassle away
We then help you complete any paperwork needed, we liaise with any product providers on your behalf and we keep everything moving along smoothly until your financial solutions are in place. There can be bumps in the road in getting these products in place – it’s our job to make sure that you don’t see or feel these! We look after all the hassle while you get on with living your life. We keep an eye on everything As we said at the outset, this is not a once-off transaction. Through the planning work, we develop the map to get you to your financial destination – your financial objectives.