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Advice Process

We have developed a structured and strategic advice process which proves very beneficial in assisting our clients maximise the value they obtain from our services.

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Introduction

We provide you with a copy and explanation of our Terms of Business and Data Privacy Notice and answer any of your questions.

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Get To Know You

We establish your needs and objectives, personal circumstances and financial situation which helps us provide insightful tailored advice.

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Risk Assessment

An important part of our investment discovery process which helps to indicate your risk tolerance and financial capacity for risk.

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Recommendations

Based on our understanding of your requirements and priority for action, we recommend appropriate solutions.

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Research

We research and assess suitable products from the many financial institutions and product providers we deal with.

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Negotiate Terms

We use our knowledge of the market and relationships with product providers to identify favorable terms for you.

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In Writing

We provide you with an important document which sets out the reasons why the product(s) or service(s) offered or recommended is/are considered suitable, or the most suitable, for your particular needs, objectives and circumstances.

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Implement

Arranging financial products can be complex and time consuming. We help to simplify this process and engage with the financial institution on your behalf.

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Review & Ongoing Service

We provide relevant ongoing support, where required and based on your preferred level of interaction.