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Financial Planning is about taking a holistic view of your Financial health and planning for your goals and objectives.

The process of financial planning is as follows;

  • Defining the scope of engagement – what will we do for you?
  • Identifying your goals – what do you want?
  • Assessing your financial situation – what is your current position?
  • Preparing your financial plan – how we can help you achieve your goals?
  • Implementing the recommendations
  • Reviewing the plan – is the plan working for you? Do you still want the same things?

Financial planning is a relationship business to help you achieve your goals, simplify your life and give you a sense of security and peace of mind about your current and future financial position.