Vision
Whatever financial decisions you must make, the first step towards making the right
decisions is to establish a clear understanding of your financial needs. People seek
financial advice for many different reasons, so it is important that we understand
exactly who you are, where you’ve come from and what you want to achieve.
Your Vision workshop will allow us to explore your dreams and aspirations along with
understanding the financial resources available both now and in the future to assist
in your journey.We will also discuss your attitude towards investment risk and explain
how such risk may affect you.
It will give us both the opportunity to decide on whether there is value in us working
together in the future.
At the end of the Vision workshop, we will provide a summary of our findings and
suggested next steps toward your Rich Life. This workshop will be at our expense, and
you are under no obligation to proceed any further.
Blueprint
If you decide to proceed, having discussed the basis of our fees and your payment
options, we will ask you to formally engage our services by signing this agreement.
At this stage, we will begin the process of thoroughly analysing your current position
based on our extensive knowledge of financial markets and commence researching
potential solutions for your needs. If we need to consult with any other professional
advisers or financial service providers with whom you already have an agreement
with, we will ask for your written consent to doing so.
When we have all the information we require, we will prepare your financial Blueprint
for your consideration. This will set out your current position and outline thoroughly
researched recommendations we believe to be in your best interests. We will arrange
a convenient time to discuss these recommendations with you in full and guide you
through our report step-by-step. You are free to take the report away to read and
consider before agreeing to move forward to the next stage.
Your dreams and aspirations are unique to you; therefore, each blueprint is tailored to
your vision of a Rich Life .
Maintain
Far from being the end of the process, the maintenance phase is the beginning.
It is where we ensure your plan is properly executed overtime and that you are ready
to deal with any obstacles that may come your way. We will meet regularly (at least
once a year) to share updates, stay up to date with any changes in your financial
situation and revise your blueprint as necessary.
Execute
Once you feel that you can make a fully informed decision to proceed, and you have
given us your consent, we will begin the process of implementing our
recommendations. We will help you in completing all the relevant forms, ensuring
your applications are processed by the relevant investment firms and providers.