PROCESS
Planning is the foundation of success. Investment without a plan is like going on a journey without a map. Financial Planning can be viewed as your road map to help achieve your lifestyle goals and objectives. Together with our recommendations, you will be equipped to make confident, informed choices about your short-term goals and long-term future.
ENGAGEMENT
The financial planning process
We follow the internationally accepted 6-step’ financial planning process – specifically designed to ensure that your financial needs are holistically understood, planned for, executed, and reviewed on a regular basis.
STEP – 01
Initial Engagement
Initial free consultation to get a better understanding of your lifestyle, financial goals and financial aspirations.
STEP – 01
Alignment
If there is alignment between what you are looking for and what we can deliver we confirm a service level agreement.
STEP – 01
Discovery
Opportunity to get a clear understanding of your current financial position, your lifestyle financial goals and attitude towards investing.
STEP – 01
Integrated Planning
We undertake a comprehensive financial modelling exercise that will keep you on track to reach your lifestyle financial goals. We then present and agree on tailored investment and wealth strategies.
STEP – 01
Implimentation
We agree on a financial road map and execute your personalised strategy.
STEP – 01
Ongoing Review
As your trusted financial partner, we will engage on a journey of reviewing, coaching and empowering you towards reaching your lifestyle financial goals.
Our fee philosophy
We have no one-size-fits-all when it comes to fees. Our fees are as individualised as our financial plans. We tailor our fees to suit your needs on a pay-as-you-use basis. This flexible approach ensures that you maximise value for only those services rendered.
We don’t believe in hidden costs and all our fees are transparent. The logic behind our fee structure is simple: if you do well, we do well. This approach ensures that our interests are completely aligned and invested in the long-term outcome of your plan.
If you are unhappy with our service you will be free to terminate any offering and associated fees at any point in time, with no penalty or lock-in to you. This is the confidence that we place in our Approved Advice.
CONTACT
Get expert financial advice
It all starts with a consultation
Articulating your goals, identifying your needs and planning accordingly is an essential part of successful financial planning. For a complete personal needs analysis and financial planning assistance, contact MyPlan today.
[011] 475 0946
08:30 am – 16:30 pm, Monday – Friday
