Financial planning addresses a wide range of crucial issues for most people and their families, making it important for us to have a thorough understanding of clients’ aims, objectives and goals.
We offer a holistic approach to financial advice as it can sometimes be hard to deal with one particular issue in isolation, because most of the financial planning areas are interconnected.
the financial planning process
The six key steps are for the adviser to:
Establish and define the relationship between the client and the adviser.
Gather the data about the client and agree their goals and expectations.
Analyse and evaluate the client’s financial position.
Develop and present the financial plan to the client.
Implement the recommendations.
Monitor and review the plan and the relationship with the client.
why use moneyweb?
simplifying the process
We do business in a way and at a time that suits you – in other words, we remove all the hassle for you.
easy to understand
We listen to your requirements and then use our experience to find you the best solutions. We break down the key facts to allow you to make the decision that’s right for you.
You will have one dedicated adviser, and our aim is for this to become the start of a long and mutually beneficial relationship.