Services
Establish relationship and Fact Finding Process
Identify your needs and objectives (Know Your Investor/ KYC, Investor’s Risk Profile and Needs and Investor’s Investment Knowledge)
Online discussion from 1 to 1.5 hours to know further what services I am providing
To figure out whether I am the one you are looking for
To decide for the engagement after the discussion
Engagement of services
Sign a Letter of Intention to make official engagement
Transfer fee of services as per invoice issued
Financial plan will be prepared after gathering the data required
Action Plan
Involves series of meetings throughout the year
Involves education, growing the awareness and learning the knowledge
Kickstarted the recommended solutions.
Monitoring and Review
Meetings will be done according to the chosen services
Review the life changes if arise, and financial decisions to be adjusted and advised
When your networth is growing, the KPI of financial planner is met
Annual review will be done at the end of the engagement