Mapping a plan just for you
At First Avenue Wealth we are passionate about understanding where you are on your journey, being clear on your goals, and partnering with you to create the right strategy.
1. Discovery Meeting
Identifying your needs and objectivesWe will have an introductory meeting to fully explain how our service works, identify your primary financial needs and objectives, and answer any questions you may have.
Discuss our Financial Services Guide (FSG)
Getting to know each other – personal information, needs and objectives
Develop your financial goals
2. Research & Analysis
Developing SolutionsWith all your information to hand, we will research and select products to construct our solutions and meet your objectives. This Financial Plan will include your financial position, your objectives and our written recommendation.
Assess potential cash flow, tax, saving, social security and estate planning needs
Analyse your pre-existing portfolio and investment risk
Document options and develop and compare model strategies
3. Plan Presentation
Your Financial PlanWe will meet and explain the plan to you. It will set out specific and realistic recommendations that are designed to achieve your objectives over an agreed time period.
Explain the strategy and product solutions
Presentation of SoA
Agree on recommendations for implementation
Putting your Financial Plan in place
Having agreed your Financial Plan, we will commence work on implementing our recommendations to you. At this point you can relax in the knowledge that we will be taking care of all the necessary final steps to turn your Financial Plan into a reality.
Complete Authority to Proceed
Product applications and alterations
5. Ongoing Service
Monitoring and ProgressWhere on-going service is agreed, your adviser will help you review and amend your Financial Plan to make sure it remains on track to achieve your objectives. Reviews will take account of any changes in your personal circumstances, financial market conditions and relevant legislation.
Manage change in personal circumstances
Manage change in investment markets or legislation