How We Do It
Many people have goals & dreams, but a goal without a plan is just a wish… an achievable goal is a dream with a deadline
Here’s how we at Brian Mole Independent Financial Advisers formulate the plan towards your goals:
Step 1 – About You
We meet to discuss your personal circumstances & your current financial situation. The detail around your current financial arrangements allows us to draw up a complete picture of where you are now & where you want to be at a given time in the future. This information builds a profile which will help us to formulate our plan for you.
Step 2 – Your Goals & Ambitions
Next we discuss your objectives & your aspirations, as well as concerns that may arise. We’ll discuss risk & reward. Your attitude towards investment risk will enable our very experienced team to construct & plan an investment portfolio.
Step 3 – Analysis
In step 3 we will discuss with you our analysis of your current position & outline our initial thoughts for your personal plan. We will present our recommendations & the actions required for you to potentially achieve your financial goals.
Step 4 – How to get there
In this phase we present you with your personal financial plan which maps out the best & most time efficient route to realise your financial goals. We discuss how your existing finances can be best utilised towards the achievement of your financial goals. We ask for your approval & confirmation of the plan to be implemented.
Step 5 – Implementation
It’s time to implement the plan. Every course of action we have recommended & agreed with you is now put into action.
Step 6 – Review the plan & progress updates
Review dates are agreed which can take place annually or more regularly if required or requested. Reviews of your personal financial plan is to enable you to clearly see progress towards reaching your financial goals & allow us to make adjustments if required to accomplish of your financial goals.