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Our Process

Wealth IQ Process

The financial planning process is a logical, six-step procedure which, we make as simple as possible. It is also commonly referred to as a financial action plan.

Nevertheless, we need to ensure that we have all the relevant information at hand to work with.

We also need to gain a complete understanding of your personal and business financial/lifestyle goals. The reason being is that this is an essential part of developing an appropriate financial action plan for you.

Also, it’s paramount to note that, whatever life stage you’re at, or whatever your goals are, money can play an important part in your opportunities and choices.

Consequently, undertaking the financial planning process can help you secure your income and wealth to achieve the outcomes and the lifestyle you’re planning for.

Check out the video below:

What to bring to your first appointment?

Bringing appropriate documentation to the appointment will help us make the most of our time together. This is all part of making the financial planning process as simple as possible for you.

Here is a brief checklist of information and documents to bring:

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