Process
and Consultation.
Our Process
1
Understand your current position and future goals
Our process for helping you achieve your financial goals starts with understanding where you are now and where you want to be in the future. Our team of finance advisers will work with you to define your goals and create a customized financial plan tailored to your unique needs.
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We'll begin with a 90-minute consultation in our office or online, where we'll discuss your current financial position, your short-term and long-term goals, and how we can help you get there.
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Following the consultation, you'll receive a comprehensive report detailing your current financial position, areas that need improvement, and recommendations on how to proceed with a My Wealth Financial Plan.
With this information, you can choose to work with our advisors and implement the plan together, or use the report as a guide to do it yourself. We're here to provide the support and guidance you need to achieve your financial goals.
2
Creating a roadmap
to achieve your goals
If a partnership with My Wealth is a good fit, and both parties are keen to proceed, we'll partner with you for a 12-month period and provide you with a detailed roadmap of your personalized financial plan.
This plan is called a Statement of Advice and it outlines your goals, the strategies and actions recommended by My Wealth to achieve them, and the estimated timeline for achieving them.
During this step, we'll work with you to fully understand your financial situation and your goals, and create a comprehensive plan that takes into account all aspects of your financial life. We'll provide you with a clear and actionable plan that you can follow, and we'll be with you every step of the way to provide support and guidance as you work towards achieving your financial goals.
3
Putting your plan into action and holding you accountable
Once your plan has been established, your financial advisor will begin implementing the strategies outlined in your Statement of Advice.
You can choose to have as much or as little input and contact with your advisor as you want, but to ensure we stay on track, you'll have pre-booked, one-on-one meetings with your advisor throughout the year to review progress and make any necessary adjustments to the plan.
We understand that every client is unique, so you can reach out to your coach anytime, you don't have to wait for the set appointment times, and our door is always open to our clients.
Our goal is to ensure that you are on track to achieving your financial goals. We understand that the journey can be challenging, and we're here to provide the support and guidance you need to stay on track. With our help, you'll be on your way to achieving financial success.
Book a Consultation
and lets see what
we can do
Together.
Just like a personal trainer, you need a personal finance coach who fits your goals and is the right person to help you on your journey!
General Advice Warning.
The information provided on the website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation, or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice