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