How We Work With You

Our partnership is built on understanding. From our first meeting, we take the time to explore your individual financial and lifestyle aspirations. Then we follow a disciplined, four-step process to create a personalised strategy, tailored for you.

Step 1: Understanding and Defining the Scope of our Engagement

We begin by developing a deep understanding of the important issues that will shape your financial plan, including your goals, priorities, financial resources and attitude towards risk. Will then work with you to outline how we can assist you to achieve your goals.

Step 2: Strategy

Next, we build on our understanding to create a personalised strategy, structured around your goals. In formulating your strategy, we’ll draw on the market insights and research capabilities of the Godfrey Pembroke network and a number of external service providers. Then we’ll help you explore a range of options for wealth creation and protection, providing detailed information about the potential benefits and risks of each alternative.

Step 3: Implementation

Once we have agreed on a strategy with you, we put it into action. We liase with any external professionals and ensure that your strategy is implemented and managed to achieve the desired outcomes for you.

Step 4: Review

We continuously monitor your strategy to make sure you’re on track to achieve your objectives. Then we’ll meet regularly with you and your family to review its performance, explore new opportunities, identify emerging risks, and understand your evolving needs.

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