Life Planning, Tax Planning, Asset Management & Consultancy for Private and Corporate Clients
Each client embarks on a very structured six step process to ensure we properly understand and meet their needs and objectives.
As well as ensuring our services are appropriate, it also enables clients to instantly determine whether we are 'right-fit' for their requirements and whether they wish to work with us.
Step. 1
Introduction
- Introduction
- Establish synergy
- Agree areas for review
- Agree remuneration method/service level
Step. 2
Engagement & Discovery
- Complete engagement documentation
- Identify goals and objectives
- Detail current situation
Step. 3
Analysis, Understanding & Plan Development
- Gather/collate information
- Review specific needs
- Involve strategic business partner(s) for analysis/input, if appropriate
- Analyse existing provisions and create suggested plan of action
Step. 4
Reporting & Presenting Proposed Strategy
- Present findings
- Provide advice and make formal recommendations
- Consider any changes that may be required
- Agree courses of action
Step. 5
Strategy Implementation
- Complete documentation set(s)
- Involve strategic business Partner(s), if appropriate
- Process documentation
Step. 6
Ongoing Review
- Agree frequency of regular reviews, if any
Steps 4, 5 & 6 may be undertaken by our Strategic Business Partners