Investment Planning Process
The investment planning process begins with the Discovery Meeting, where we focus on "what is important about money and investment to you?" Our objective is to understand your personal goals, feelings, values, current financial situation and interests and where you hope to be by when.
Ultimately, our mutual objective is to make sure we are a 'good fit' to ensure a successful relationship.
We employ a disciplined process to develop strategic investment solutions to meet your needs, because planning for your own future can be daunting.
We assess your situation with empathy and the utmost of care; getting to know you and your requirements, and only then providing what could be a solution designed to help you reach your goals.
This step may involve collaboration with other specialists, as well as working in concert with your existing advisors. To build a comprehensive strategy that is focused on you and your financial goals.
With the 'heavy lifting' done, we will work with you to implement your customised strategy. This involves the selection of specific investment vehicles, best suited for your portfolio strategy. Your strategy will be predicated on the core investing principles of diversification* and the critical importance of managing risk.
A key to this step is your involvement in the process of communication of any significant changes in your life.
Assuring you of our prompt, professional and personal attention at all times, now and into the future, as and when you continue to expand your Investment Portfolio.
Director @ properT network
Mob : 0413 108 125