HOW WE WORK WITH OUR CLIENTS
As we learn more about life, we realise that our lives are shaped by the decisions we make. Making decisions is not always easy and that is where we would like to help.
It is our mission to give our clients the right mentoring, guidance and tools to build and achieve the lives they dream of.
We do this by:
- Understanding you and your families specific lifestyle and lifestyle needs and requirements.
- Understand how you think about money.
- Build and model your financial lifestyle needs and requirements into the future so we can correctly guide and advice you in your decision making.
- Help you correctly implement an action plan to ensure you are able to meet your goals.
- Track your progress and guide your on an ongoing basis to ensure that your planning remains relevant to your lifestyle and needs.
Getting to know you.
During this meeting we will do our best to understand you and your family, the type of lifestyle you lead, your needs as well as your future plans and dreams as this will enable us to better guide and mentor you through the various stages involved in planning for your future.
Understanding you, your needs and goals and your understanding of money and risk.
During this meeting we discuss how you view money in your life, what it means to you and what you expect from it. It is vitally important that we are all on the same page so we know where you are coming from and what your understanding is and expectations are going forward. This will enable us to better coach you in your decision making and understanding of what is required to reach your goals. This will importantly form the basis for our investment planning and recommendations of portfolio allocation for you.
Where are you now financially and where would you like to be in the future?
During this meeting or part of the meeting, in order to be able to project your financial situation and get answers to some of the big questions you may have, we need to clearly understand the cash flows of your household. This comes down to your budget. How much income is coming in and how much is being spent and how much saved.
Together with this we also need to set up the foundation from which we will be working, that being your current invest able capital value. We will explain all of the details as we go through the process as we know that it is vital that you are fully informed and understand why all of this analysis needs to be done.
Based on all of the above information and your future needs and goals, we build a plan that aims to achieve your goals.
We provide a Financial Proposal and future guide plan.
Having studied your information and knowing your plans for your family, we are then able to formulate a planning proposal which we will then discuss together. During this process we assist you in making objective decisions and guide you to understand the trade-offs which will allow you to maximize your financial rewards and life.
We then formalize this draft proposal into a guide for your financial future. You can then reference this in the future to track your progress. Life is full of surprises so we will always revisit your planning on a regular basis to ensure that all is still relevant and applicable to your lifestyle.
We keep you focused and on track.
Building a great life and a life that has financial stability and sustainability is about having the right rituals. Speak to any successful friend or businessman, you will find that they have certain rituals that they live by each and every day which have ultimately been the foundation and reason for their success.
So, as part of our commitment to you, we will assist you to build rituals which will help towards your financial success. We will track and discuss your progress with you so that we can mutually discuss and decide on what focus and direction and what decisions best serve you and your financial goals towards your ideal life.
LIFE IS FULL OF OPPORTUNITIES, YOU JUST NEED TO DECIDE WHICH ARE BEST FOR YOU..
The difference between living a truly happy and successful life and a mediocre one, is always a result of the decisions we make along the way. Those little things we do and practice from day to day (our good habits and rituals) are what make the difference.
Our Mission is to help and give you a methodology where you are able to form the right success building habits and rituals and be able to make the best decisions within your circumstances, to build the best life for you and your family.
INFORMED DECISIONS, STRATEGIC GOALS AND DECISIVE ACTION RESULT IN SUCCESS.
We look forward to working with you.