Roadmap to Success
Success in most areas of life requires planning. Without planning you don't know where you are going, how to get there or even why you want to go there in the first place. Financially successful people know where they are going and why. They explore their strategic options and develop a roadmap for their success.
Our Simple 7 Step Financial Advice Process
Before an initial meeting we require you to provide significant data and information relating to your position. This ensures you get greatest value from our time together and, ultimately, better advice.
Ultimately, we are able to work out if engaging Think Independent for more detailed strategic and investment/insurance product advice will add value to your position.
The meeting typically runs for around 90 minutes.
If engaging Think Independent will add value to your position the scope of advice to be provided and the nature of the engagement are confirmed before proceeding further.
The meeting covers a lot of territory, from how you receive income and manage cash flows through to estate planning and typically runs for 90-100 minutes.
We will meet again (typically 60-90 minutes) to make sure you understand the recommendations and how they assist you position. You are then in a position to implement the recommendations yourself or you can choose to engage Think Independent to assist with implementation and review of your position.
You can choose to implement all recommendations yourself or engage us to assist you implement some or all of the recommendations. Think Independent can assist with implementation as a standalone engagement, where we assist with the specific matter only, or we can assist with implementation as part of an Ongoing Advice & Coaching engagement, which involves assistance with all implementation items and ongoing advice and review of your position.
Implementation items will be addressed as required/appropriate over the period of the engagement. Your position will also be formally reviewed on either a quarterly, half-yearly or annual basis, with advice provided as needed in the interim.
At the end of the 12 month engagement you can choose to go it alone for a while or engage Think Independent under an appropriate service offering for the following 12 months.
Free Calculators & Tools
Access a range of interactive financial planning calculators and tools that can be tailored to your unique circumstances.
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