INITIAL FINANCIAL APPRAISAL |
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- Explain Services and Process
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- Review existing Financial Investments
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STATEMENT OF POSITION |
- Summarise Current Position
(Personal & Financial)
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- Prepare Cash Flow Analysis
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- Identify Investment Risk Profile
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SCOPE OF ADVICE |
- Detail Process to Achieve Goals
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- Estimate Professional Fees
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DRAFT RECOMMENDATION REPORT |
- Summary of Recommendations for Review and Discussion of Alternatives
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STATEMENT OF ADVICE |
- Detailed Strategies & Recommendations
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- Select Investment Portfolio
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IMPLEMENTATION |
- Attend to documentation
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- Brief other Professionals
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- Confirm Status of Progress
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- Send "New Client" Package
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ONGOING REVIEW SERVICE |
- Implement Service Agreement
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- Half Year y Client Briefings
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- Commence Secretariat Services
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- Half Yearly Review Reports
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- Ad/Hoc Telephone Advice
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