HOW WE WORK

HOW WE WORK

Your Financial Planner Relationship

Financial Planner Relationship

Financial Planner Relationship

PERSPECTIVE

Giving someone the responsibility to manage, increase and maintain your wealth is one of the most important decisions you will ever make. Choosing the right financial advisor is, in essence, taking the time to invest in what should be a long-term professional relationship that keeps your financial health and future on the right track.

A financial planner is an essential partner on your wealth journey. In fact, it’s the key to taking your wealth further. By guiding you through changes in your life and the world around you, and evolving your investment strategies to suit your priorities, a dedicated financial planner can help bring you closer to the future you see for yourself and your family.

OUR ROLE AS FINANCIAL PLANNER

We are your partners in life and business, helping you make better financial decisions to maximise your wealth.

Your life is a mixture of circumstances, priorities and aspirations. And there’s likely a gap between where you are now and where you see your life in the future. As your Lifestyle Financial Planner, our role is to help you bridge this gap and get you to where you want to be.

At MyPlan, we are dedicated to be a partner along your financial journey – as your financial planner, adviser, coach and sounding board. In partnership with you, we will help define the lifestyle you want to achieve and devise a personal, step-by-step plan to get you there.

What to expect

In working together, our relationship will be centered around developing a financial plan that is tailored to you and your needs – one that will empower you to make the right choices along your wealth journey. As changes take place in your life and the world around you, we will guide you and evolve your strategy to suit your priorities – helping you grow, protect, optimise and ultimately transfer your wealth. Activities will include:

ACTIVITIES