We will help you identify short, medium and long term goals and objectives.
To do this we will meet with you to
- Gain a full understanding of your current situation
- Hear about your dreams and goals for the future
- Your family situation
- When you are comfortable in your understanding and attitude to risk
We would then present you with a Statement of Advice (SOA) which is a document outlining all the things we have discussed and our recommendations and the process involved in implementing these.
This document is your Financial Plan to keep and can be reviewed at any time you choose but we will also follow up each year
What to expect when you deal with Pinnacle Advisory Services Group
Our group follows high standards to deliver what we believe places us amongst the best in the industry. In saying this, our process is a simple one.
Getting to know you
At you first meeting, to get a complete picture of your financial life, your planner will ask you questions about your work, family commitments, and of course, detaisl of your finances. Together you’ll dicuss what you would like to achieve in the future and carify your financial goals. Your planner will then spend some time to work through the information they have gathered from you to devise a plan to suit your needs.
Your tailor-made plan
After analysing the information gathered from your initial meeting, your planner will develop a tailor-made plan for you. They will explain in detail how each of the recommendations will work towards achieving your goals. It is vital that you fully understand the information so don’t be afraid to ask questions.
Implementing your plan
If you are happy with the recommendations provided and you are satisfied that all of the your requirements have been addressed, your planner will put your plan into action. This means helping to set up investment accounts, insurance policies and any other elements of your plan.
You can choose to have regular reviews to keep your plan on track. Your plan should evolve with any changes that may happen in your life and financial situation. Whatever happens, your financial planner can continue to work with you over the long-term.