Our Advice Process

When a new client joins Strategy First,  they can expect a 6 step process:

1.  Meet and Define your Engagement >

• Discuss our fees and terms of Engagement.
• Discuss our background and how we work.
• Get to know each other.
• Make sure you are comfortable.
• You provide personal information, needs and objectives.
• Identify your short and long term financial goals.
• Make sure we can meet your objectives.

2.  Analysis >

• Analyse your assets, liabilities, insurance coverage and investment or tax strategies.
• Analyse your attitude to investment risk.
• Assess potential cash flow, tax, savings, social security and estate planning needs.

3.  Prepare Financial Plan >

• Develop and compare appropriate strategies.
• Select appropriate Financial Products.
• Document options.

4.  Meet to Discuss Your Financial Plan >

• Present Financial Plan and PDS.
• Explain the strategy and product solutions.
• Agree on recommendations.
• Answer any questions you have.

5.  Implement the Recommendations >

• You sign an Authority to Proceed for the Financial Plan.
• We Implement strategy.
• Product forms and alterations.
• Insurance forms and underwriting.
• We may work with specialist professionals, such as an Accountant or Solicitor.

6.  Ongoing Review and Management >

• Review your changing circumstances.
• Are your goals on track?
• Optimise investment portfolio.
• Insurance Reviews.
• Legislative change.
• Your next generation.
• Annual Fee Disclosure Statements.