Assisting global citizens
build multi-generational wealth and insure against the risks of living in an unpredictable world.
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Client Journey
Discovery Meeting
As a Financial Adviser it is so important to first focus on building a relationship of trust when sitting down with any new client. Only then can I truly understand what you want from your finances, and your future. This is the the focus of every introductory meeting, without exception.
Analysis and comprehensive proposition
Our introductory call will be followed-up with an official proposal deck outlining our conversation, the key areas you’ve asked me to focus on and the best solution for each of these. This process includes building a bespoke investment portfolio in-line with your expected returns and risk appetite, to optimize wealth creation over the long-term. It's imperative that every client of mine understands why I've recommended a solution and the importance of implementing it. Starting with basics through to the most intricate details, I'll explain the solution they’ve been presented with.
Implementation and ongoing management
Building and implementing a robust financial plan isn’t a single transaction. Providing ongoing support and services is arguably the most important part of the job. Rebalancing a portfolio, reassessing the current vehicles and structures remain fit-for-purpose, amending asset-allocation and the evolution of risk/capacity-for-loss throughout a client's journey are just a few key check-points that need to be constantly monitored. Not to mention the constant evolution of your personal circumstances. When I take on a client, it's always with the intention of working together for multiple decades.
