The 6 Steps of Financial Planning – PW Harvey

What is a Linked Investment Service Provider (LISP)?

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These are the following requirements to ensure comprehensive & efficient financial advisory services:

STEP 1
Establishing a relationship and advising of services offered.

STEP 2
Gathering information which will have an impact on the needs and goals of the client. Includes risk profiling.

STEP 3
Analyse and evaluate the client’s financial status.

STEP 4
Development of a financial plan with recommendations and proposals (co-create & educate).

STEP 5
Implementation of agreed upon proposals.

STEP 6
Ongoing monitoring of the plan and revising when necessary.

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