We have a clear process to understand your goals and develop appropriate recommendations.
- Client Meetings
- Plan design, implementation and review
Discovery meeting:
Initial meeting to understand your needs
Analyse requirements and evaluate options to design wealth
management plan and investment strategy
Recommendations meeting:
Presentation of recommended
wealth management plan and investment strategy
Begin ongoing execution of wealth management plan
Execute investment strategy and other recommendations
Regular review meetings:
Ongoing monitoring of investment strategy and wealth management plan
Discovery meeting:
Initial meeting to understand your needs
Analyse requirements and evaluate options to design wealth
management plan and investment strategy
Recommendations meeting:
Presentation of recommended
wealth management plan and investment strategy
Regular review meetings:
Ongoing monitoring of investment strategy and wealth management plan
Execute investment strategy and other recommendations
Begin ongoing execution of wealth management plan
Discovery meeting
• Comprehensive financial plan and investment strategy
• Retirement planning
• Tax and trust planning
• Income and family protection
• Education funding
• Business succession planning
• Charitable giving
• Estate planning
3. Develop investment strategy
• Determine risk tolerance
• Identify tax wrappers
• Analyse current investment portfolio
• Develop asset allocation strategy
• Portfolio construction
Recommendations meeting
• In-person meeting to present recommendations and discuss options
• Organisation of paperwork
• Set up online account access (and review online resources)
• Develop schedule for future review meetings
6. Execution of investment strategy
• Open new accounts
• Transfer existing assets
• Conduct trades to execute agreed-upon investment strategy