Achieving your goals

Your goals could include buying a home, saving for your children’s education, managing debt or planning for retirement.
As financial planners, our job is to help you find the best way of reaching your goals, whatever they may be.
We go through a process with you that looks at the ‘big picture’ view of where you are financially and where you want to get to.
Using this process, we help work out what you need to do now and in the future. It provides a sense of comfort and security, and gives you a plan to work towards.

The six-step financial planning process

When developing a financial plan specifically for you, we use the six-step process which is endorsed by the Financial Planning Association (FPA) to help you work out where you are now, what you may need in the future and what you must do to reach your goals.

Step 1 - Defining the scope of engagement
Step 2 - Identifying your goals
Step 3 - Assessing your financial situation
Step 4 - Preparing your financial plan
Step 5 - Implementing the recommendations
Step 6 - Reviewing the plan