At Factor Financial Planning, our process is designed to provide you with a comprehensive and personalised financial plan. We take the time to understand your unique circumstances, goals, and aspirations, ensuring that every step we take is tailored to your needs. Our holistic approach ensures you receive the best possible advice and support throughout your financial journey.
1.
Engagement
Our engagement begins with an initial consultation, during which we get to know you and your financial situation. This meeting allows us to understand your goals, concerns, and any specific requirements you may have. We believe in building solid relationships with our clients, and this initial engagement sets the foundation for a successful partnership.
2.
Discovery
During the discovery phase, we delve deeper into your financial life. We gather detailed information about your income, expenses, assets, liabilities, and existing plans and policies. This thorough understanding allows us to identify opportunities and challenges, ensuring our advice is relevant and practical.
3.
Research & Analysis
We can begin developing a plan by carefully assessing your financial status and lifestyle needs, understanding your risk preferences, and setting short-, medium-, and long-term goals. Our team conducts extensive research and analysis to ensure our recommendations are based on the most accurate and up-to-date information.
4.
Recommendations
After evaluating all your information, we can provide comprehensive advice to help you make sound financial decisions, ensuring value for money and consistency. Our recommendations are tailored to your needs and goals, providing a clear roadmap to achieve success.
5.
Implementation
Once we identify the right plan for you and you give us the go-ahead, we will implement it, providing a clear timetable of our scheduled actions. Our team will guide you through the implementation process, ensuring that all necessary steps are taken to put your plan into motion on your behalf.
6.
Ongoing Service
We will monitor and review your plan regularly with you, providing updates and an annual review report, ensuring that your plan continues to meet your goals. Our ongoing service ensures that your financial plan remains suitable, adapting to changes in your circumstances or the economic landscape.
1.
Engagement
Our engagement begins with an initial consultation, during which we get to know you and your financial situation. This meeting allows us to understand your goals, concerns, and any specific requirements you may have. We believe in building solid relationships with our clients, and this initial engagement sets the foundation for a successful partnership.
2.
Discovery
During the discovery phase, we delve deeper into your financial life. We gather detailed information about your income, expenses, assets, liabilities, and existing plans and policies. This thorough understanding allows us to identify opportunities and challenges, ensuring our advice is relevant and practical.
3.
Research & Analysis
We can begin developing a plan by carefully assessing your financial status and lifestyle needs, understanding your risk preferences, and setting short-, medium-, and long-term goals. Our team conducts extensive research and analysis to ensure our recommendations are based on the most accurate and up-to-date information.
4.
Recommendations
After evaluating all your information, we can provide comprehensive advice to help you make sound financial decisions, ensuring value for money and consistency. Our recommendations are tailored to your needs and goals, providing a clear roadmap to achieve success.
5.
Implementation
Once we identify the right plan for you and you give us the go-ahead, we will implement it, providing a clear timetable of our scheduled actions. Our team will guide you through the implementation process, ensuring that all necessary steps are taken to put your plan into motion on your behalf.
6.
Ongoing Service
We will monitor and review your plan regularly with you, providing updates and an annual review report, ensuring that your plan continues to meet your goals. Our ongoing service ensures that your financial plan remains suitable, adapting to changes in your circumstances or the economic landscape.
