Providing Strategic Advice
Coaching and guiding clients in connection with important financial decisions that could affect them throughout their lives.
Providing Tactical Advice
Providing expertise on insurance, investments and retirement planning and creating a personalised financial plan.
Implement and adapt the 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