DEFINING THE PROCESS
HOW WE WORK
THE FINANCIAL PLANNING PROCESS – What to expect:
STEP 1 – Introduction to MC&A and defining the client-planner relationship
STEP 2 – Information gathering and establishing lifestyle and financial goals
STEP 3 – Establishing and evaluating where you are currently on your financial journey
STEP 4 – Establishing and discussing the recommendations suitable for your current financial situation
STEP 5 – Implementation of agreed recommendations
STEP 6 – Monitoring the recommendations through regular reviews and reassessments of your financial situation
What sets us apart?
Industry Specialists
Being highly qualified and accredited certified Financial Planners CFP® and Chartered Accountants (CASA) complements the overall advice and value-ad provided by our advisers, positioned to advise on a wide range of insurance and investment services for both individual and corporate clients.
Confidentiality is Key
We understand how important confidentiality is to you and adhere to confidentiality best practices, at all times.
One Call
We offer complete fiduciary services so you can be confident that your financial plan is developed from a holistic and tax effective perspective. It is also helpful that should your family find themselves in unforeseen circumstances there is just one point of call to assist.
Relationship Partnering
Your trust is fundamental to our business and we understand the importance of earning your trust. We are proud to be a family run business – we are family orientated and focus not only on building life-long relationships with our clients, but their families and heirs too.
Regular Reviews
Continuous reassessment of your financial situation and the recommended solutions that follow are essential to achieving your financial goals and peace of mind regarding your financial future. We ensure we meet up regularly to discuss and assess how you are meeting these objectives.
Top Service
We believe in adhering to an efficient 24 Hour turnaround response time to queries and feedback.