Financial Planning
We achieve meaningful working relationships with our clients by sitting down together to discuss your aspirations and concerns. Those concerns may include a need for a clear strategy for enabling you to work towards your desired outcomes, which is why we need to quantify the things that are important to you.
Our approach is simple; We aim to work with our clients to enable them to protect and reach their financial aspirations by giving them the structured plan and education they need.
How we do it:
We offer all new potential clients a complimentary hour long Initial Meeting where we can discuss How We Work, what it is you want to achieve and to establish if we can work together.
Initial meeting – in the initial meeting, we will discuss your goals and tell you about the services we offer. We will encourage you to consider
- Where am I now?
- Where do I want to be?
- How do I get there?
- How will it look when I get there?
- What happens if I take no action?
Analysis and research – We will undertake thorough analysis and research and, using our expertise, we will design you your own personal strategy (Financial Plan) to use your financial resources to achieve your lifestyle goals.
Presenting a financial plan and recommendations – We will present you with a comprehensive financial report to be discussed and refined as required.
Implementation – Once your financial planner has discussed your plan with you, and you are completely comfortable with the strategies and actions suggested – it will then be implemented. The financial products we recommend are thoroughly researched by our licensee’s in-house team of research professionals.
Forward planned regular reviews – Each year we will carry out a systemised review of your plan to ensure the financial planning we have put in place is refined and keeps pace with any change in circumstances.
Only with a joint commitment from both Concord Private Wealth and our clients can we ensure you are on the right track for the successful achievement of your financial goals.