Making the decision to meet with a financial adviser can be daunting for many people. Understanding the process that your adviser will follow when meeting with you, and being prepared for what you can expect can help you feel comfortable with your decision.
Our Approach Is Simple
We focus on developing trust and building long term relationships, so you can feel confident that you can achieve your financial and lifestyle goals.
Our first step is to design your financial Roadmap.
This is a process where the Elevate Wealth team map out a Financial Plan just for you – we need to get to know and understand:
- Your lifestyle and financial goals
- What and who is important to you
- Where you stand financially
- What you want your money to do for you
With this information, we can create a clear vision for your financial future. Building and protecting your wealth is our primary concern.
The financial roadmap we prepare covers the areas we discuss, sets out markers we can track and establishes a plan to create the life you want
With the above roadmap as the basis for our advice we provide several strategy options for your consideration based on what we believe your goals and objectives are. On your decision to pursue some or all of our options in greater detail then we will clearly outline each of your options within a statement of advice (SoA).
Following your acceptance of our advice, we arrange for the recommendations to be implemented. This involves coordinating the services of our highly-experienced team to ensure your plan is implemented in a timely manner. Each client is slightly different, you may decide on a DIY option or you may have other advisers that will implement components of the strategy on your behalf. Our goal is to assist and engage where appropriate.
Our on-going service provides the accountability and monitoring to make sure you stay on course to a better financial future.
The Elevate Wealth on-going service offer covers:
- Keeping you on track by measuring and tracking financial position
- Providing counsel to help you make financial decisions with confidence
- Assisting you to manage your budget and cash-flow
- Regular communications to keep you up to date with legislative, tax and regulatory changes
- Strategy, review and planning meetings
The Road to Financial
When seeking the guidance of a Financial Adviser the road to financial independence is different for everyone.
Having a plan, good money management and understanding where your money goes are crucial ingredients to achieving your lifestyle goals and financial independence. Our advice and smart strategies (Roadmap) are important but the biggest contributor to your overall wealth creation and eventual financial independence is YOU!
It is your commitment and dedication to the financial Roadmap that is designed specifically with your goals in mind, and the unwavering desire to achieve financial independence, that will yield you the success of financial freedom.
Financial Services Guide
When meeting Matthew Hawkins or Alastair Hodge you will be provided a financial services guide.
This financial services guide (FSG) is an important document. It is designed to assist you in deciding whether to use any of the financial services offered by us, as described in this FSG. We are required to give you an FSG if we provide certain financial services to you and you are a retail client. This FSG contains important information about:
- Who we are
- The financial services we offer
- The financial products to which those services relate
- How we and others are paid in connection with those services
- Your privacy
- How we deal with complaints
- How we can be contacted.
A copy of the Financial Services Guide can be found at the following a link - FSG
If you have any questions relating to the information enclosed in the FSG please don’t hesitate to give Matthew Hawkins or Alastair Hodge a call to discuss.