Financial planning is so much more than just meeting with your Adviser and discussing your personal situation. It is an end-to-end process which can put you on track and keep you on track to achieving your goals for the future. At Numero Wealth, we do our best to ensure our financial planning process is straightforward, simple and offers a solution that will be uniquely tailored to your needs.

Meet and greet

Our initial meeting is all about getting to know you and building rapport. Learning about any past experiences you may have had with seeking advice. Discussing our process and what you can expect from us should you choose to make this journey with us.

Understand your goals

To us, this is the most important step of all. Getting to know and understand you, where you are currently at in your financial journey, what it is you would like to achieve moving forward, what are your fears and concerns. The better we get to understand you then the better any advice we provide will fit.
Everybody has a unique set of circumstances, no two people have the same experiences, goals, aspirations, comfort zones etc therefore it is imperative that any advice is tailored to your specific needs and circumstances. There is no such thing as a ‘one size fits all’ approach at Numero Wealth.

Analyse and assess

Once we have a solid understanding of your position, your needs and your objectives we take this information away to analyse and assess and determine what you need to do in order to achieve your goals. We work through and consider a number of different scenarios and it is generally at this stage where we can advise the cost of the advice – as this is determined on a number of different things including but not limited to the complexity of the advice being provided. After gaining your commitment to proceed, we then look to prepare a financial plan for you based on the strategy that best meets your goals and objectives.

Recommendation

We then look to schedule a meeting to present your financial plan which includes our recommendations to help you achieve your goals. The recommendations are discussed in detail and in a language that is easy to understand as it is important to us that we assist and educate you in making an informed decision.

Implementation

At this stage, we agree on how to proceed and implement the advice provided to get you moving toward achieving your goals. The hardest part of this step for you involves the signing of paperwork – we take care of the rest.

Ongoing review

Your financial plan is not a stagnant situation and should be reviewed at least annually or when your circumstances change. By participating in our Ongoing Service program, you will have exclusive access to your adviser and you will be kept abreast of any changes that could affect your situation.