Securinvest Financial Services adopts a multi-dimensional approach to ensure clients achieve financial security by offering advice in relation to:-
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Clients using our process need not fear the threat of financial ‘insecurity’. Adhering to fundamental and sensible investment principles, backed by the experience, stability and security of strong recognised brand names provides peace of mind for our clients.
Our 5 Step Process
Take your first steps to securing your financial future.
| Step 1 |
Establish your goals and objectives An initial consultation will be arranged. This allows us to find out about each other. We will collect all the information we need from you to help identify your goals and current financial position. |
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| Step 2 |
Develop a strategy to meet your needs We will consider the 7 building blocks or strategies (eg. Tax, social security, estate planning etc), then develop and present you with written recommendations in a financial plan (often referred to as a Statement of Advice). |
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| Step 3 |
Make Recommendations We will discuss the recommendations with you and make sure you have a clear understanding and are comfortable with the path we need to take. |
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| Step 4 |
Implement Recommendations We will implement all recommendation once the Statement of Advice has been signed off. |
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| Step 5 |
Review your goals and current situation We will periodically help your review your objectives, financial situation and needs. |
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