我们的过程

期待什么?

步骤1
定义参与范围
我们将说明我们将遵循的过程,以找出您的需求并确保我们能够满足您的需求。
步骤1
第2步
确定目标
您与我们一起确定您的短期和长期财务目标,这是制定个性化计划的基础。
第2步
第三步
评估您的财务状况
我们将检查您当前的财务状况-包括您的资产,负债,保险范围以及投资或税收策略。
第三步
第四步
准备财务计划
我们将推荐合适的策略,产品和服务,并回答您可能遇到的任何问题。
第四步
第5步
落实建议
一旦您对建议的计划感到满意,我们将为将您的战略付诸实践而努力。在适当的情况下,我们可能会与专业人士(例如会计师或律师)合作以实现您的目标。
第5步
第6步
审查计划
由于您的情况,生活方式和总体财务目标可能会随时间变化,因此定期检查财务计划并确保始终如一地实现目标非常重要。
第6步

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Goals

Here’s a master list of common financial goals that we can help you to achieve.
Are there any goals here that are important to you? Please contact us if you find your goals in the list.

  1. To pay for personal self-improvement (e.g., go back to school, learn a skill)
  2. To experience the excitement of investing
  3. To pay off my mortgage(s)
  4. To start a new business
  5. To buy a house
  6. To help pay for my child’s/children’s education
  7. To stop working and do something I love
  8. To be able to travel
  9. To relocate in retirement
  10. To care for my aging parents
  11. To give to charity or other causes I care about
  12. To be prepared in case of unexpected illnesses or events
  13. To maintain my current lifestyle in retirement
  14. To feel secure about my finances in retirement
  15. To feel secure about my finances now
  16. To leave an inheritance to my loved ones
  17. To retire early
  18. To be better off than my peers
  19. To not be a financial burden to my family as I grow older
  20. To fund aged care
  21. To manage my debt
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