Our Advice Process
Self Managed Retirement Systems acknowledge that everyone is different, with different circumstances, needs and goals. We treat every client as an individual, but follow a defined financial advisory process, to make sure you know what to expect from us.
Identifying where you want to be
We help you identify your financial and lifestyle goals and explain the services we offer to help you achieve them. The type of advice you need could depend on your life stage, the amount of money you want to invest and the complexity of your affairs.
We will help you to identify the range of issues that need to be addressed to meet your goals. You can then decide whether you want our advice to meet a single need or a broad range of issues.
Considering opportunities and risks
Good personal advice starts with having an understanding of your current situation. We take a close look at your current financial situation – assets, debts, income, expenses and insurance, and explore the options you could use to reach your goals.
Bridging the gap
Based on the research we have conducted, we will recommend a strategy to bridge the gap between where you are now and where you want to be.
Bringing your plan to life
We work closely with you to implement your financial plan. We help you to complete any necessary paperwork and are available to attend meetings with your accountant, solicitor so that your strategy is implemented efficiently. If you do not have an account or solicitor we would happy to refer another experienced professional to form part of your advice network.
Staying on track with regular ongoing advice
Time goes on and circumstances and needs change. The final step in our advice process ensures your financial plan remains on track, by providing you with regular ongoing advice.
We design an ongoing service programme to help ensure your plan remains up to date as your life changes and so you can obtain the benefits of ongoing reliable advice.
Sometimes, life takes us in unplanned directions. When you need a little extra help on top of our initial or ongoing advice, just ask us to provide you with some additional advice. We are there to help you – whatever the occasion.