Discovery
- Explore your current situation
- Identify your goals and objectives; both short, medium and long term
- Understand your reasons for seeking advice
- Explain what we do and the holistic approach that underpins the advice we give
- Define the ongoing relationship
- Undertake data gathering.
Ideas
- Present a snapshot of your current situation and discuss our thoughts and concerns
- Present our ideas on how you could improve your situation utilising cash flow modelling
- Address any questions you may have
- Present our costs (both upfront and ongoing)
- Give you the freedom to make an informed decision, at your own leisure, about engaging Paradigm’s services.
Collection
- Collect all relevant personal and financial information to ensure we have identified all aspects of your life
- Undertake an analysis to determine your understanding and outlook on investments
- Prepare a Statement of Advice (SoA)
Implementation
- Present a flow chart that gives a visual of the strategies that underpin our advice
- Present our SoA
- Address any questions you may have
- On your acceptance, commence implementation of the advice.
Management
- Schedule regular planning meetings so we can review your goals and objectives with you
- Consider any changes of circumstances/legislation/markets and make any necessary adjustments
- Provide an overview of your current financial situation
- Consider and resolve any questions you may have
- Re-affirm your financial position
- Continue to ensure that you are seeing the value of our advice and ongoing relationship.