Our Process - M-Wealth

Getting to know you

Our first meeting is all about you and how we can work together. We can begin to get an understanding of what you want to achieve and how advice can support you in that journey.

Identify your needs & goals

We need your input. We work together to identify your short and long term financial goals, and determine the scope of the advice we will provide – this stage serves as a foundation for developing your plan.

Consider the advice

From there, we will consider your position – your assets, liabilities, insurance coverage and investment or tax strategies. Our advice team will develop appropriate advice strategies & prepare the necessary advice documents.

Present recommendations

Your adviser will ultimately recommend suitable strategies, products and services, based on your meeting your identified goals and objectives. This is presented in a written document, and it is an opportunity to address any questions you have.

IMPLEMENTING THE RECOMMENDATIONS

Once you’re ready to go ahead, your financial plan will be put into action. Where appropriate, your adviser will work with your other specialist professionals, such as an accountant or solicitor.

SUPPORT AND REVIEW

Ongoing support is key towards achieving financial freedom. Your circumstances, lifestyle and financial goals are likely to change over time, so it’s important that your financial plan is regularly reviewed, to make sure you keep on track.

Protecting your future is our business

Where we differ from the competitors is in the area of personal relationships. As your financial coach we will:

Explain the significance and impact of market volatility

Ask you probing questions to ensure that you, your family, and your business are protected adequately

Identify risks in your portfolio, of which you may not even be aware

Construct a financial plan. Very few people do this independently

Ensure that our service standards enable our advice to reach your stated goals.

We're here to help you

We seek to build a close relationship with you that stands the test of time, helping you make smart, informed choices. Helping you to create, manage and protect your wealth to enjoy more freedom and options in the future.

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