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Our Process
Much of the work we will do with you involves going through tried and tested processes. These are important, because they ensure that we don’t miss anything and that our advice is tailored especially for you.
1. Assess Needs, Goals & Risk
2. Gather Financial Data
3. Compile Lifetime Cashflow Forecast
5. Implement Recommendations
6. Monitor, Manage & Review
Your Hopes & Dreams
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4. Develop Plan & Recommendations
Following this process together helps us to establish and prioritise values, goals and your desired lifestyle.
Working together, we will assess how much the life you desire will cost. Having established this, we can then determine whether your current savings and future expected resources will be sufficient to fulfil your ambitions and wishes.
We're here to listen to you.
When working with our team of financial planners, we promise that we will always do the following things:
1.
We will help you to feel empowered about your financial choices.
2.
We will build you a financial plan to ensure you can pursue your passions.
3.
We will always be able to provide you with easy to understand, technically accurate, advice.
4.
We make it easy for you to contact us and you will always speak to a human!
Michael's story
Hear Michael's story about how the team at Magenta Financial Planning helped him to create a clear plan for the future.
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