HEALTH-LIFESTYLE-INCOME-ASSETS-LIABILITIES-RETIREMENT

Our Approach

The Paradigm Principle client experience is a specific process derived from years of practise that ensures we create a financial plan consistent with your current situation, goals and risk profile. Our role is to work with you, listen, ask questions and then develop the best plan for your situation. Via our experienced Advisers, we will manage and support your financial affairs from the initial meeting ensuring you are 100% at ease with the approach we are adopting. We also recognise that there will be bumps in the road, so we strive to anticipate and address these as they occur. Our overarching goal is to keep you on track toward a meaningful and defined financial future.

1. Getting to know each other

Firstly we will explain the process that will be followed. Part of this will be finding out your individual needs and making sure they can be met. You will also have the opportunity to ask us about ourselves (e.g. our background, charges and processes).

2. Goal development

In this step, we will delve deeper into your short and long term financial goals. Look at this as a foundation for the development of your financial plan.

3. Where are you now?

We will then examine your current financial position. This includes your assets, liabilities, insurance coverage, investment/tax strategies etc. We also determine what is important to you and ensure all information gathered is accurate so that we can give you appropriate advice.

4. Preparing your financial plan

Once we have established where you are now, we can recommend suitable strategies, products and services to get you to where you want to be. There are many things to consider up to this stage and we are happy to answer any questions you may have.

5. Implementation

After these considerations are made and you decide to proceed, your financial plan will be put into action. This may involve some input from other specialists including your accountant, solicitor or mortgage broker.

6. Ongoing Review

As your life is constantly changing, it is inevitable that your lifestyle and financial goals will change too. Therefore, it is important that your financial plan is reviewed regularly to ensure it remains relevant and beneficial.

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