Establishing your life cycle and current financial situation
The first step in the process is to determine your current life cycle. e.g. student, working professional, married, single or retired. Based on your life cycle, we then look at your current financial situation.
You indicate your goal
We gather all relevant financial planning information that relates to your goals and values. For example, saving for a life event, retirement planning or providing peace of mind for your family.
Identifying your financial plan
We analyze your goals and current financial situation.
Financial plan with recommended solutions
A financial plan is compiled and all the details are discussed. We recommend solutions that will assist you in achieving your goals.
Implementation of the proposed solutions
You decide on which solutions is suitable for you in light of the recommendation from our financial planner.
Monitoring and reviewing your financial plan
You meet with our financial planner annually or when a life event happens; i.e. marriage, birth of a child , divorce , death , salary increase or buying a home. To ensure that your financial goals remains on track.
