Financial planning process

At Orbis Wealth Management we help our clients maximise the probability of achieving their financial goals and lifestyle aspirations. Our financial planning process is based on establishing strong and effective working relationships with our clients and comprises the following four simple steps:

Step 1 - Discovery Meeting. The discovery meeting is all about you. During this meeting we learn about what is important to you, your family and your business. We also learn about the depth of service you are looking for, and how we can help you achieve your goals and aspirations. This meeting is complimentary and without obligation.

Step 2 - Project development. Following the discovery meeting our team will prepare a draft customised project plan, which will prioritise your objectives (based on your goals and aspirations), address any complexities relating to your financial or personal circumstances and identify the key actions that need to be taken to achieve your objectives.

Step 3 - Engagement Meeting. At our second meeting we will present your draft customised project plan for your consideration and input. We will also explain in simple language our terms of engagement and our fees.

Step 4 - Implementation. Upon acceptance of our engagement we will commence working with you; meeting regularly to provide tailored strategic and technical financial advice and co-ordinate 3rd party professional specialists where appropriate.

Published by: - /

Share this page