We deliver ourValue Proposition of building your LifePlan Puzzle through a process. This process, which is our Service Guarantee, acts as a symbol of commitment to all parties – your LifePlan will be proactively pursued and implemented as required.
Our office will arrange a time for an interview with you.
During our first interview we will sign a Confidentiality Agreement with you to guarantee the safety of information given to us. We will get to know each other.
Through our process we will:
This will include your personal and business goals and objectives, taking into account all risks involved.
During our first interview we will sign a Confidentiality Agreement with you to guarantee the safety of information given to us. We will get to know each other.
Through our process we will:
This will include your personal and business goals and objectives, taking into account all risks involved.
Based on the data collected, we will identify all the issues relevant to your LifePlan and financial needs. We will access and analyze each issue to formulate strategies to achieve your present needs and review all available options in order to attain your future LifePlan dreams.
We will present an analysis which will describe your current financial position. This will include an analysis of LifePlan needs and goals.We will provide solutions to achieve your stated needs and goals, while all risks are covered. We will provide you with details on future reviews and ongoing monitoring of your LifePlan.
We will present an analysis which will describe your current financial position. This will include an analysis of LifePlan needs and goals.We will provide solutions to achieve your stated needs and goals, while all risks are covered. We will provide you with details on future reviews and ongoing monitoring of your LifePlan.
We will give you our recommendations which will explain the different aspects and answers any of your questions you might have. We will ensure that you are comfortable and understand the recommendations. We will then get your consent to proceed with implementation.
We will meet with you on a yearly basis to review your LifePlan. This will ensure that you keep in line with your changing needs and future dreams.
We will meet with you on a yearly basis to review your LifePlan. This will ensure that you keep in line with your changing needs and future dreams.
