For clients to take a serious approach to planning their finances, we recommend three friendly but focused meetings.
This approach puts you under no pressure and allows us to gather sufficient information about your needs. You will then have lots of time to consider the information and advice we provide.
Meeting 1: Our consultant will ...
- introduce our services and the companies we represent
- explain the benefits of offshore investment and offshore financial planning and assess whether offshore investments are appropriate for you
- guide you through a comprehensive financial review
- suggest a broad strategy to be described in detail at the next meeting
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Meeting 2: Usually held a few days later, our consultant
will ...
- present a detailed report outlining the strategy discussed in the first meeting
- explain specific product details and benefits
- discuss your feelings regarding the recommendations
- provide you with a copy of the report and any associated company and product literature
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Meeting 3:燞eld at a time agreed in the previous meeting.
Our consultant will:
- answer any further questions you may have
- complete the necessary paperwork with you to enable the recommendation to be put in place
- estimate when any policies or accounts will become active and explain the documents you will receive from the financial institution recommended
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