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Below are steps you should take into consideration when seeking advice.
Understanding your financial situation. This is a critical step. Whether you’re starting your first job or preparing for retirement, the more your adviser knows, the better the financial advice they can give you.
Every dream deserves a plan. Defining your dreams and goals will bring you one step closer to achieving them. And by getting the right advice, at the right time, you can start realising them and planning your future.
Identify your financial needs. By gaining deeper insights into which areas of your life you’ve already provided for and which need more development, your adviser will be able to better help you plan for your future.
Customised to meet your needs. Via a thorough financial needs analysis, your adviser will formulate a comprehensive tailor-made financial plan – designed to make your dreams a reality.
With the right financial solutions. Once you have a financial plan and have agreed to the right solutions, your adviser will implement them through a quick, seamless process.
Process reviews and updating goals. Regular reviews ensure that you remain on track. Your needs and goals are bound to change, so it’s crucial to analyse and re-evaluate your plan every year.