Our Process
Your journey to financial success begins here:
At Aegis Financial Planning, we understand that taking control of your finances can be overwhelming. We believe that getting quality financial advice should be an easy and rewarding process. That's why we're here to guide you every step of the way, ensuring that you make the best decisions for your future.
1: Initial Meeting
Our initial meetings are provided cost and obligation free. We may discuss your personal situation, goals, objectives and needs. We may discuss ways that we can help and the services that we provide. We can provide an estimate of our costs for a financial advice package and the benefits it will provide you.
2: Fact Finding
To develop a comprehensive and personalised financial plan, we will discuss and analyze your financial details, goals and preferences. Our objectives based advice process allows us to develop strategies that are personalised for your needs and provide peace of mind.
3: Statement of Advice
We provide a comprehensive written advice document which details our advice including benefits, risks, considerations and costs. We help implement our recommendations in full and manage any bumps in the road.
4: Ongoing Service
We believe that a successful financial plan requires regular review and consideration over time and is not simply a one-off event. We are committed to providing a professional and comprehensive advice service to help you achieve your financial goals. By working together, you can have peace of mind that you are making informed decisions about your financial future.
5: Fees and Costs
The fees we charge for our advice will depend on your financial situation, the scope of our advice and the complexity involved. Our initial consultations are always cost and obligation free. We are happy to provide you with an estimate of our costs as part of the consultation process.
