Our Process
Integrity Financial Advisory provides a fully integrated service revolving around you as the client. We adopt a holistic approach to your financial situation in order to provide the best personally tailored advice for your individual circumstances throughout life’s various stages.
1. Initial Consultation - Getting to know you
Our first meeting is a ‘get to know you’ discussion to determine if we can help and talk about the way we can work together to achieve what you want. If we can’t add value to your situation, we will refer you through to someone who can. We provide this service as a no obligation free consultation.
2. Your Situation - Just the Facts!
If together we believe Integrity Financial Advisory can help, then we’ll need some information. We’ll step you through questionnaires to better understand your personal circumstances, goals and your tolerance for risk. This is more commonly known as a Client Profile and Risk Profile analysis.
3. Statement of Advice – Getting it all down in writing
This is where we have some work to do in preparing a comprehensive Statement of Advice to detail our suggested strategy – it’s the way we detail the plan to assist in the achievement of your financial goals. This strategy will take into account the various aspects of your current financial position which were determined in our initial client meeting.
4. Implementation Meeting - The Paperwork!
After the Statement of Advice has been prepared, a second meeting is held to discuss the strategies documented in it. We like to ensure you are comfortable with and understand our suggested strategies. If you are happy to proceed, then our experienced team will take care of the paperwork on your behalf. This takes the weight off your shoulders, as we step in as your financial advice partner.
There is no additional charge for implementation of the Statement of Advice – It’s all part of the service.
5. Confirmation - Making Sure It All Comes Together
Once we’ve implemented the strategies outlined in our advice, we will confirm the necessary changes have been made and provide feedback to you. You’re in the loop all the way through.
6. Ongoing Review – Keeping it Relevant
Life changes, financial markets move and regulations are updated. It’s critical your situation is reviewed on a regular basis to ensure you’re still on track and changes have been accounted for. The world is ever-changing. In this way we ensure your advice continues to meet your financial needs.
And remember, we’re here for ad hoc queries and a sounding board when needed. We’re here to help.
