Step 1. The Discovery Meeting
At your ‘discovery meeting’ we like to create a profile that covers your current financial situation and find out how you achieved it. We will identify key relationships, existing assets preferred processes and important interests.

Step 2. Personal Goals
This step invlolves clarification or your aims, objectives, concerns and aspirations. What do you want out of life, what do you want for you and your family?

Step 3. Evaluation and Analysis
We will establish your current financial position in relation to your future goals and determin if there is a gap between your goals and reality. We will consider if your current plans and investments still meet your current objectives, attitude to risk and personal position. If not what actions are needed to bridge the gap.

Step 4. The Financial Plan
We design a highly personalised plan around the objectives you have shared with us. The plan includes the creation of a carefully considered strategy that constitues the most efficient way to fulfill your ambitions. This personalised financial plan will be produced as a result of Private Wealth Managememt’s expert analysis of your current financial arrangements. It will recommend how to utilise all of your existing finances including assets, investments, liabilities and income. Our recommendations will identify the cost to acheiving your objectives for financial independence, as well as planning for any disasters.

Step 5. Implementation
Having agreed on the recommendations made in the financial plan, the next step it to implement it. Our Client Service Team wil assist you to complete all the necessary paperwork for the implementation of your plan.

Step 6. On-Going Review
Regular review meetings will assess the maintainance of your desired future lifestyle and the progress your are making towards your goals. We will agree on an action plan and schedule any adjustments considered necessary. It’s a coherent and constructive process that will give you the freedom to concentrate on the life you want to lead and the time to reap the ful rewards of the assets and wealth you’ve created.