Our Process
Our 6 step advice process to help you take a ‘big picture’ look at where you are now and where you want to be financially.
-
Step 1: Understanding you
At our initial interview we will obtain a full picture of your current circumstances including your income, debt level and commitments, to help build an accurate picture of your current financial situation.
-
Step 2: Determining your goals
Our experienced and passionate planners will help you to establish your lifestyle and financial goals as well as what you are working towards, in the short, medium and long term.
-
Step 3: Identifying the issues
During this phase of the process we will discuss any shortfalls between where you are now and where you want to be so that our advisers can do a full analysis of your personal situation and develop a strategy specifically designed for you.
-
Step 4: Preparing your financial plan
Our experienced technical and research team will design a document based on the strategy you have agreed with your adviser. This comprehensive Statement of Advice document will be provided to you detailing your goals, recommended investments and attitude to risk.
-
Step 5: Implementing your financial plan
At our plan presentation meeting we will discuss the Statement of Advice document and the recommended strategies. Upon completion of all necessary documentation required to get your plan ‘under way’, we will implement the strategies that we have agreed upon with you during our interviews.
-
Step 6: Reviewing and revising your plan
Through consultation with you, Soundbridge advisers will review and revise your strategy to ensure it stays up-to-date and relevant to the economic climate and your changing lifestyle.
As your financial advisers, we can provide you with a wide range of services to assist you in making the most of all your financial opportunities.