 For Clients:Individual Programs Tailored to Your NeedsIFA has earned an enviable reputation within the financial services industry as a result of our simple philosophy of providing quality advice, which is: Individual
While a traditional approach is fundamental to our advice, it is also critical to be innovative. Accordingly, we continuously seek and research new ideas and opportunities. A key philosophy at IFA is to approach each client with an open mind. At your initial meeting, we listen to ensure that we understand:
We will also explain in a simple and easy to understand language, the important concepts, including the 'secrets of wealth creation', which will prove extremely valuable to your understanding of the investment process. Based on this information, a personalised written report will be prepared and presented to you. This report will detail the options available to help you achieve your identified goals. Our recommendations will focus on key areas including:
Where applicable, strategies will also be provided to address specific opportunities including:
• Gearing/borrowing to accelerate wealth creation- often referred to as 'margin lending'. Further, we see this stage as only the beginning. Monitoring and managing the plan on an ongoing basis is more important. Accordingly, you will be offered a Portfolio Management Service, which includes:
• Regular review and update reports |