Much of a Financial Advisers time is taken up with timely face to face client meetings to understand their clients financial goals, and gather important financial information and documentation.
Often this 'fact-finding' can take a couple of meetings and many phone calls and emails. This is expensive time billed to you. This initial process of adviser-led information gathering is also open to information interpretation by the Adviser.
Your Wealth Strategy is a digital Financial Strategy builder which nurtures you, the client, through a knowledge process to gather the necessary valuable information required for a Financial Adviser to prepare a detailed financial strategy for you, their client.
At the end of this fact-finding process you will be more knowledgeable on your financial needs and be better equipped on how to speak with, and understand, your financial adviser.
Your Wealth Strategy Built Specifically To Your Goals And Needs
Take control of your own financial plan. You control the information you share, and when and where you share it.
Spend less time with a financial adviser filling out personal forms. Their time is money - money you don't need to be spending completing forms
Your Wealth Strategy is structured as a learning document. You'll gather knowledge as you provide the necessary background to your Financial Plan.
Once your financial information is gathered, a qualified financial adviser will analyse and prepare Your Wealth Strategy document for you.