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What You Can Expect

Six Step Process

In order to ensure our client experience is reliable and that the outcomes are consistent, our advice has been constructed to follow a 6-step process.

It is important that we understand what your needs and/or objectives are so that we can build an appropriate strategy and develop a plan, when implemented, will bring you closer to achieving your financial goals.

Once the strategy is put into action it is vitally important to have an ongoing review of your financial plan.  It is during the review stage that we can determine how your plan is performing and this allows an opportunity for all involved to make any necessary changes or fining tuning of the original strategy that was agreed upon.

Here is an outline, in greater detail, of what to expect when dealing with a Find Wealth financial planner: