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Get you there! We implement your strategy once we receive your approval to proceed. We submit your applications and liaise with the product providers on your behalf. No two plans are the same. We’ll get to work on tailoring a financial plan just for you, using our understanding of your objectives and goals, along with the market situation and our research partners. We present our Statement of Advice to you and go through in detail our financial planning strategy for you. Review and revise. We’ll make contact annually to invite you for a review of your financial plan, ensuring it remains in line with your goals and objectives. Complete financial planning questionnaires to allow us to understand your position, requirements and objectives.
each other - usually this is done via an initial phone call. It’s time to meet. Now we’ve been introduced, we can talk about the finer details for your financial plan.

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