Coaching and guiding clients in connection with important financial decisions that could affect them throughout their lives.
Providing expertise on insurance, investments and retirement planning and creating a personalised financial plan.
Put the plan into action and make adjustments where necessary to keep clients on track to reach their goals.
1. Establish a professional relationship
2. Gather the required information from the client
3. Analyse and evaluate the financial status of the client
4. Develop and present recommendations / alternatives
5. Implement recommendations
6. Monitor and review the plan