These are the following requirements to ensure comprehensive & efficient financial advisory services:
Establishing a relationship and advising of services offered.
Gathering information which will have an impact on the needs and goals of the client. Includes risk profiling.
Analyse and evaluate the client’s financial status.
Development of a financial plan with recommendations and proposals (co-create & educate).
Implementation of agreed upon proposals.
Ongoing monitoring of the plan and revising when necessary.