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