Profile Partnering System
People come to us seeking advice on smarter strategies to help them achieve their goals.
The Profile Partnering System is a unique methodology we have designed, aimed at helping clients understand and work through our fee-based financial planning process.
We call it the Profile Partnering System because, like any good partnership, it involves a close working relationship with input from both parties. We find that the people we work best with are ‘self made’ individuals who like to retain control over the decision making process relating to their financial affairs. They wish to delegate but not abdicate responsibility in this area.
The Six Steps of The Profile Partnering System
Step 1– The Presentation Meeting
This meeting provides you with information on Profile Financial Services and the way we work. It allows Profile to find out more about your situation to see how and where we can add value. There is no charge for this initial consultation.
Step 2– The Discovery Meeting
Our aim at this meeting is to ‘discover’ more about what you want to achieve and how you are currently structured. We then research alternatives and prepare a written strategic advice.
Step 3– The Strategy Presentation Meeting
The strategic advice is presented in an easy to understand format.
Step 4– The "If Appropriate" Meeting
A follow up meeting is held to answer any questions you may have, and to discuss a timetable for implementation of any recommendations.
Step 5 – Implementation
An update is provided as to how the implementation is progressing. This also provides an opportunity to refresh your memory as to why the strategy is appropriate.
Step 6– Regular Review Service
Dates are established and agreed upon for regular reviews of the strategy. The greatest strategy in the world becomes ineffective without an ongoing review program. Once a strategy has been developed and implemented on your behalf we continue to add value via our ongoing review service. This part of our service ensures your plans reflect your current goals, objectives and circumstances as well as changes in legislation.
Our Philosophy: No Surprises!The system provides our clients with six clearly defined steps ensuring full transparency of the complete planning and investment process, the administrative requirements, fees, and credentials of both the adviser as well as Profile on the whole. This ensures ‘peace of mind’ throughout the process. |