Financial Planning Process

In order to ensure our client experience is reliable and that the outcomes are consistent, our advice has been constructed to follow the 6-step process approved by the Institute of Financial Planning (IFP™).

  • Establish your short, medium and long-term goals in life
  • Work out what assets and liabilities you have
  • Analyse & evaluate your financial status
  • Develop your plan
  • Implement your plan
  • Monitor your plan & make necessary adjustments by reviews


Financial Planning Process







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