FIVE STEP PROCESS
We start with an audit to understand your current financial footprint. We’ll then help you set some financial goals – new house, car, school, retirement income, etc. Then we write an investment proposal outlining how your goals will be met – making the most of your current footprint and recommendations for new stuff.
When you’re happy, we’ll invest your money accordingly.
SIMPLE PROCESS.
NO BUZZWORDS.
NO CONVEYORBELT.
NO BIG FEES.
FIVE STEP PROCESS
SIMPLE PROCESS.
NO BUZZWORDS.
NO CONVEYORBELT.
NO BIG FEES.
1
WE AUDIT YOUR WEALTH
Most clients have a 25+ year accumulation of various investments. Savings, ISA’s, pensions, shares etc. These need mapping out to understand your current financial footprint… this is important.
We want to ensure all your money is working hard for you – not just the bit we’re involved in.
AND WHERE YOU HAVE IT
SET YOUR WEALTH GOALS
You should only invest if you have a plan.
Doing it for X% return is dumb.
So, what goals and dreams do you need to realise each one and by when?
Don’t worry if you’re not sure about this stuff, we’ve been doing it for years and can help you identify your own goals.
WHAT DO YOU WANT THE MONEY FOR? CARS, HOUSES, HOLIDAYS, SCHOOL FEES, RETIREMENT?
2
3
WE WRITE A TAILORED PROPOSAL
This is where we bring everything into once place, we call this the ‘Masterplan’ – for obvious reasons.
Here we recommend how your money is invested to deliver your goals, in-line with your tolerance to risk. We’ll insist on a cup of tea at this point to fuel a good discussion.
A MASTERPLAN DESIGNED SPECIFICALLY FOR YOU
THE INVESTMENT
Once you’re happy with our proposal we’ll invest your money by placing it in one of our Apex Portfolios – you’ll be in good company…
4
5
ONLINE ALL THE TIME
Now your ‘Masterplan’ has been swung into action you’ll want a sneaky peek.
So we’ll help setup your own finance dashboard on our cloud based app – all your finances and investments are now visible on your device. And don’t worry, it’s as safe as houses and internet safe. It meets all certified standards and operates an encrypted 2048 bit security sign in.
YOU CAN ALSO MEET WITH YOUR WEALTH MANAGER AS OFTEN AS YOU LIKE TO REVIEW YOUR MASTERPLAN AND INVESTMENTS.