Paul Fyfe Financial Planning © Authorised Financial Services Provider No 13557 and a division of the Fyfe Group of Companies

Why Clients need Financial Plans.

In order to become a top cyclist you need to complete “a series of steps and accomplish certain goals” You go through evidence of a structured thought process that illustrates a coherent picture of the goals and objectives that you have defined and documented - steps that you deem necessary to achieve them.

Financial Planning is no different and little will be achieved by ad hoc adherence to planning.

Unless you yourself are skilled, without the necessary guidance of a qualified Financial Planner you are unlikely to achieve your financial planning goals.Paul, a qualified CFP Licensee can help pave the way. It’s not just about making money. It’s about you and creating, managing and conserving your wealth. With so many products on the market we can offer you independent Financial Advice and guidance.

We will analyse your personal/business needs and create a Financial Plan to meet them.

Financial Planning Process.

Step in the Process.

The FAIS Act protects you the consumer. It ensures that Service Providers provide you with sufficient information to make a decision and regulates the selling and giving of advice. It also lays down conditions for “Fit & Proper” which include Character, Honesty, Competence, Ability and Financial Soundness.

In order to meet the requirements of the FAIS Act and most importantly your aims we need to:

Establish and define our professional relationship

Gather all your data and establish your personal & financial goals

Analyse the information

Prepare & present recommendations and solutions

Implement the plan

Regularly Review and Monitor

As you can see the process is lengthy. The formulation of a great plan is partly in the time taken in ensuring all the groundwork has been catered for. This process we offer to you FREE OF CHARGE.
So - give me a call today to find out how we can help you achieve your goals.

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