Let us be your guide, we'll help you identify were you want to go by exploring your Goals & Risk Profile, and align them in a Gameplan.
1. Provide clarity around your current position.
2. Align goals with your next move and subsequent purchases.
3. Visualise when you can expect to achieve your goals.
Our role is purely focused on accommodating the Strategic Consultation & Portfolio Analysis segment of the client onboarding process.
We guide your clients on the fact finder journey from Goal Alignment, Risk Profile, Money Management, Existing Portfolio, Asset Selection, Property Plan through to Mortgage Strategy.
From here, we generate summary's, charts & detailed reports to help visualise how the portfolio develops over the next 30 years.
We then brief this all together and provide your client a Gameplan for the next purchase.