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

 

 

 

 

 

 

A business built on Integrity & Quality

We believe trust is key to a prosperous relationship

Our mission

Introducing IQ Estate Planning

Let us help you with your wills and trust requirements

Read more

Helping you through the maze

So why choose us over the guys next door?

Why us?