How does your services deliverable?
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