The Importance of Financial Planning

Financial planning is a word often ignored nowadays, with more and more people having the perception of living by the day, but financial planning is a very broad term and not to be overlooked. Whether it’s re-mortgaging your house, planning for retirement or organizing education fees for your children,
we are here to help.

What do I plan first?

This is different for everyone, and depends on what stage they are at in life, and how close or far they are to their financial goals – if they have set them yet, or know what they are. During our initial fact-finding process, we always start by categorising your goals into short, medium and long term, and prioritising them based on which are the most important to you.

Retirement is the biggest financial goal for most people, so discussing your retirement goals is a fundamental factor in financial planning. As such, pension arrangements are one part of this fact-finding process, which can help both the adviser and client in figuring out your true financial goals. After this step, a financial plan can be constructed.

Can you help me with my existing financial plans?

Simply put, yes! There may be certain restrictions depending on your jurisdiction but we can help with your overall financial plan regardless.

How do I know if I'm on track?

Failing to plan is planning to fail. After taking you through our comprehensive fact-finding and review processes, we will show you what you need to do to achieve your goals and how you can adhere to your financial plan. We then regularly review your plan and your progress to make sure you are on track. We will have annual reviews where we take you through every element of your portfolio and ensure it’s still right for your circumstances if they have changed. On top of this, quarterly reviews are in place to make sure we keep you up to date with your portfolio and to discuss anything new or address any questions you may have.

Plan

The first step is to draw up a plan. We can help put the correct plan in place specific to your requirements and give you advice on how you can achieve your financial goals.

Implement

An effective plan is one that achieves all its objectives whilst being easily achievable. Our planning stage will take your current and expected circumstances into account to ensure the plan is achievable and manageable for you. We will then regularly review progress and if necessary, adapt the plan in light of any changes in your circumstances, to make sure it’s appropriate for you.

Earn

This is where all the hard work pays off. You have reached your goals and are hopefully reaping the full benefits. We take pride in helping our clients achieve their financial goals.

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What does a call include?

  • Explain our service to you
  • See what areas we cover in your jurisdiction
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Everything up until this point will be completely free with no obligation. It’s only when you decide to take our advice that you will be charged, and this will depend on the level of service and type of financial advice you require.

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