INTRO PHONE CALL
The first step is for us to have an initial 15 minute phone call, the aim of which is to ascertain why you are seeking advice and to determine if we are a good fit for each other. If we both agree it makes sense to move to the next phase, we will then proceed to a discovery meeting. We will only move forward, if we feel that we can add more value than the cost to engage our advisory services.
Discovery meeting
Our initial discovery meeting is at our cost, not yours and the purpose is to get to know each other, understand why you are seeking advice and what is important to you.
As we continue to find out more about you, we will be in a better position to prepare the most appropriate advice to help you get the results that you are looking for.
What to expect from your discovery meeting
Engagement
If after our discovery meeting we believe that we can add value to you, we will provide a proposal to engage our services. The terms of engagement will set out what the advice will cover, how we can help achieve your objectives, life goals as well as any other advice opportunities identified in the discovery process. It will also outline the cost to engage our services.
The Plan
After we agree on the areas our advice will cover, we will commence developing your strategic and tailored financial plan. Think of this plan as a strategic financial road map, designed to help you achieve all that is important in your life and optimise your financial situation.
Your financial plan will be documented in what’s formerly known as a ‘Statement of Advice’. Where appropriate we may draw on the expertise of other professional specialists to ensure that you receive the very best advice.
STRATEGY Presentation
At this stage we like to meet with you again to present your plan, where we will clearly explain the key components of our advice, why our advice is appropriate for you and how it will place you in a better position. You will also have the opportunity to ask any questions, which we encourage because it involves you in the process. Making sure you fully understand what we have proposed and why, is essential in the overall success of us working together.
Action
Once you agree to proceed, we will put your plan into action. This step is one of the most important because it transforms the advice and recommendations into actions that will yield results. We will take care of any paperwork and keep you in the loop at all times.
ANNUAL PLANNING, Progress & Review
While developing a strategic plan for now is important, our role is to make sure you achieve all that is important to you well into the future. Planning is not a one-off event, it’s an ongoing process and where we can deliver a high level of value for you. Legislation, investment markets and life are ever changing, which can impact your plan.
Where appropriate we will invite you to become an ongoing client as part of an annual advisory service. We will meet at least annually to ensure that you stay on track and where necessary make adjustments to your plan. Our role is to help guide you to both identify and achieve your life goals, simplify your financial life, while continually optimising your financial situation over time. We won’t just help manage your finances, we are your central point of contact, a sounding board for making informed decisions, your financial organiser and someone to rely on through life’s ups and downs.
We will also be communicating with you regularly via email, telephone and our regular publications.
Our role is to help you understand the complex issues which affect your financial wellbeing. Working in partnership with Moneyplan will allow you to:
Gain clarity on what is important to you and how you can utilise your assets to provide the best life possible for you.
Make smart financial decisions and lifestyle choices, now and in the future.
Aim to reduce the amount of tax you pay.
Ensure that your wealth and legacy is passed on effectively to the people/causes you care about.
Have confidence that your wealth is being managed and protected effectively.
Save you time managing your affairs / trying to decipher complexities in the financial world.
Stay ahead of the risks and opportunities in a changing economic and regulatory environment.
Enjoy peace of mind by partnering with a trusted adviser.