At this meeting, I will listen to your financial concerns and discuss what financial planning can do to help you achieve your financial objectives. Identifying your financial goals and objectives will be the foundation of your financial plan.

We delve a little deeper into what you want to do in the future, how much your current lifestyle costs, what financial commitments you have and what future aspirations you have. To correctly establish an overall picture of your finances, goals (short, medium and long term), and attitude to risk, a detailed financial questionnaire will be completed.

When all of the required information has been gathered, I will analyse it in order to fully understand how your current finances can be optimised to achieve your objectives. This process includes determining how well the your investments match up to your risk profile, if you have a sufficient emergency fund in place.

Once the analysis and development of your financial plan is complete, I will outline the recommend course of action. After the plan has been presented, we will thoroughly discuss the plan and address any questions or concerns, and review the plan if necessary. 

After agreeing on the final structure of the plan, I will then handle all of the changes required on your behalf, to ensure all items are completed appropriately and efficiently. 

At this meeting, I will listen to your financial concerns and discuss what financial planning can do to help you achieve your financial objectives. Identifying your financial goals and objectives will be the foundation of your financial plan.