From setting goals to recommending investment solutions, our advisors will help you maximize the potential of your savings so you can be confident about achieving your dreams.
Focused on you
Having a financial plan is crucial to helping your money grow and ultimately achieving your goals. However many people do not have the time or knowledge to develop their own financial plan.
That is where our advisors come in. Situated in all major parts of the country, our investment advisors use their knowledge, expertise and resources to work closely with you to understand your needs and objectives and recommend solutions that will help you achieve your goals.
Our Financial Planning Model
Step 1: Where Am I Today?
Before you can set goals for the future, you must assess your current financial situation to create a clear picture of where you stand today.
Step 2: Where Would I Like to Be?
After determining where you are today, the next step is to set specific goals for where you would like to be in the future – what are your short, medium and long-term goals.
Step 3: How Do I Get There?
Based on your current situation, future goals and comfort level with risk, our investment advisors will work with you to develop a financial plan and recommend solutions that can help you achieve your goals.
Step 4: How Can I Stay on Track?
By monitoring the progress of your investments on a periodic basis and keeping in touch with your advisor you can help ensure that you stay on track. If any of your goals or circumstances change with time, you advisor will assist you in making adjustments to your financial plan to cater to your new needs.
Need help developing your financial plan?
Meet our investment advisors to find out the investment options that will best suit your needs and help you achieve your goals. To schedule an appointment with our advisors, please call us at 0800-00026 or sms MEET to 8258.