We help clients to live the life they want!
KSAP Advice Process
1
- We start by understanding what is important to you and what it is you would like to achieve eg. Your financial goals.
- We then confirm your current or starting position and then move to confirming what financial success will be to you.
2
Design – The “How”
- We work with you to build customised advice solutions to help you meet your goals.
- We document our advice in plain English so you have a clear understanding of the advice and strategies we are providing to help you achieve your goals.
3
Implement – the “What”
- We work with you to ensure your plan is implemented appropriately and that the advice solutions are carried through.
4
Progress to Plan – the “Success”
- We regularly check-in to ensure your plan is helping you to achieve your goals.
- We also ensure we are available for other advice opportunities or needs.
What you get
Organisation
Getting your financial life in order and keeping it that way.
Accountability
Help with following through on commitments and regularly reviewing progress.
Objectivity
Help to avoid dysfunctional emotionally driven money decisions.
Proactivity
Help with anticipating and planning for life transitions and being financially prepared.
Knowledge
Exploring the specific knowledge and resources required to help with decision making. Understanding the situation and what’s required to succeed.
Partnership
We take the time to understand your background, philosophy, needs and objectives, working collaboratively with you and on your behalf (with your permission), whilst providing transparency around our costs.
