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Understanding the financial planning process

Armed with the knowledge of why we do what we do, you will be in a better position to make informed decisions.

Standard Bank Financial Consultancy has adopted a methodology, which emphasises Goals-Based Financial Planning. This means that we start with the end in mind, and work backwards to your current situation in order to develop a plan that will allow you to reach your goals. 

How it works?

 We follow these steps to ensure that your financial plan is tailored to your exact needs.

  • The process starts with you being introduced to our range of specialist services by a wealth planner
  • The wealth planner will complete a Financial Needs Analysis to identify your current position and future financial needs, based on the information and using our forecasting tools, the wealth planner will devise a strategy that will help you meet your goals and objectives
  • The wealth planner will then present detailed recommendations to you for consideration
  • The wealth planner will guide you to choose the solutions most appropriate to your needs and which will help you reach your financial goals


Next step

Are you interested in speaking to a financial planner?

Set your financial plan in motion by getting in touch today.

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