Creative Financial

How we take care of your finances

Financial planning is a cyclical, dynamic process that helps identify your financial objectives, goals and priorities.

The planning process starts by identifying in detail your current financial circumstances. Having understood these, we then work with you to identify your plans, values, goals and objectives and what you are seeking to achieve in terms of your financial planning.

We start with the end in mind. Once we have understood your current circumstances and financial goals, we then work with you to build your personal Financial Plan.

Financial Planning process

1. Getting to know you

Determine your goals for your financial future and how we can help you achieve them.

2. Information Gathering

Confirm your current situation by completing a Fact Find as well as an Investment Risk Questionnaire.

3. Research and Analysis

Assess and identify any gap in achieving your desired objectives - create an action plan.

4. Presenting your Financial Plan

Discuss and explain our recommendations in line with your Financial Objectives.

5. Implementing your Plan

Complete all necessary documentation.

6. Ongoing Review

Your Financial Plan

The Financial Plan is centred around a cash flow plan which will show you, based on certain assumptions that would be mutually agreed, what the financial picture may look like 5,10 or 15 years from now. We help you visualise your future from a financial perspective:

Management of your finances

The guide below gives you an idea on how we look after our clients once we have worked on building their plans in line with their requirements. We believe that we offer sound financial planning as the corner stone of our service and the ongoing relationship is built through communication and commitment between both parties.

Our Management Guide »