The Financial Advice Process
Here at My Money Works, we offer forward focused advice and lifelong relationships. We are committed to helping people define and achieve their lifestyle goals through the establishment of financial independence and security. Our determination to realize what we set out to do is what makes us so successful. Our motivation comes from our customer’s satisfaction, reminding us of the difference we make in people’s lives every day.
We are well positioned in the industry to provide you with well-informed and well-researched, factual financial opinions and advice which will enable you to assertively enjoy the lifestyle you desire – both now and in retirement. Our comprehensive advisory process leaves no stone unturned, considering all financial factors. Our process encourages our clients to be involved in the process, ensuring an open and transparent line of communication.
Our main goal is to help our clients maximize their assets and investment portfolio, allowing for independence and quality of life after retirement.
Our success is evident when our clients realize their specific lifestyle goals, as opposed to an uninformed or random financial benchmark. This is further supported by the fact that our clients continue to refer us to their friends and family.
At My Money Works, we don’t see the point of ‘set and forget’ investments. Instead, we regularly check up on your portfolio and it’s success. We ensure that we consistently apprised of changes in the market. We seize new opportunities before they become common knowledge, using independent filtered research to distinguish the truth. All of this is carried out with the long term always in mind.
At our first meeting we will discuss your current situation and life goals to understand how financial advice can benefit you
After understanding your circumstances, goals and attitude to risk, we will investigate the range of financial options available to help you to reach your goals.
Based on our discussions and research we will present you with a customized financial plan that is written in plain English, which will set you on the path to where you want to be.
We will work closely with you to implement your financial strategy step-by-step, so you can have as much control as you like, know where your money is going and why.
Your strategies will be reviewed annually and you will benefit from our ongoing support and advice. We will stay in touch, ensuring your plan stays up to date as your life changes.