The Financial Planning Process - Research, Construct, Present, Implement, Review
Our goal is to provide clients with quality, tailored and sensible financial advice. We deliver high quality advice by ensuring our staff are trained, experienced and highly skilled in using the latest financial technology. This enables our clients to efficiently put in place an array of strategies that will achieve their goals while providing them with peace of mind.
As every client is different, the same could also be said about our advice. Before constructing our recommendations, we first undertake a research process that involves collecting information from the client and from third party product providers. We then utilise the many tools we have at our disposal to put together the advice that will ultimately be contained in a document known as the 'Statement of Advice' - also known as your 'Financial Plan'. All Financial Advisers must provide their clients with a 'Statement of Advice' when they are providing personal financial product advice to retail clients. Subsequent financial advice will be provided to you in a 'Record of Advice' or another 'Statement of Advice'.
Our advice process is flexible and client centric. Whether you prefer to discuss your finances over the phone, over video conferencing software, over a coffee at your favourite local or in our office - the decision is yours. We put you first.
Financial advice can be a one off occurrence or a life long engagement. As circumstances change, both in our lives and in the world around us, it is important to re-visit the finanical strategies that you have in place to ensure they will continue to achieve your goals. At Reedy Advisory, we provide our clients with periodic reviews where changes in goals, personal situation, economic environment and legislative environment are considered. Your financial strategies are then adjusted to align with the changes in your life and the changes in the world around us.
