The financial planning process can be described using the six steps shown below. Each step is very important as it allows your financial planner to fully understand your situation and your desired outcomes.

To ensure you remain on track to achieving your goals, the regular review of your financial plan is imperative. This is because there are a myriad legislative and legal changes which have an impact on your personal circumstances; not to mention the changes that occur organically in your life.

As you can see, the full process is exhaustive and requires careful attention by our experienced and professional team.