Our Advice Process

What’s the difference between a good financial adviser and a bad one? Unfortunately finding out the hard way can be very costly. To most people and most financial advisers a good strategy is about good investments. However we all know that no matter how experienced or qualified an adviser is, they don’t control the markets, none of us do.

At Griffin Financial Advisory you will experience clarity and peace of mind through progressive and forward thinking advice delivered by a passionate and committed team.

Our strategic plan for YOUR future must:

  • have a clear understanding of your current situation, goals and objectives
  • analyse how on track you are towards achieving your goals and provide appropriate advice to further enhance your ability to achieve those goals
  • provide holistic advice encompassing all areas of financial strategy eg: cash flow management, future retirement planning, wealth accumulation, wealth protection and estate planning.

The following is the steps of our advice process

Initial Meeting

During the first meeting, we will get to know you and explain how we operate. This meeting usually takes up to an hour and a half and is cost and obligation free.

We will complete a fact finding process, during which we will ask a lot of questions that will allow us to understand your goals and motivations. At the end of the meeting we will have a discussion about the appropriate strategies available for your personal situation.

You can then decide whether you wish to proceed with a one-off financial transaction or a comprehensive strategy plan.

Plan Presentation

If you choose to proceed with our advice, we will have another meeting where we will present to you the financial plan, explain the strategies we have selected and (if applicable) discuss the investments we have recommended.

Depending on the complexity of your situation you may be charged a fee for the preparation of this plan. Any fees will be disclosed to you before you agree to proceed.

Plan Implementation

Once you have decided to implement the plan, you will authorise us to prepare the necessary documentation. We will only implement the recommendations which you have agreed to.

Ongoing Reviews

We offer you a review each year. This is done to ensure that the plan continues to meet your objectives in the light of changing investment circumstances, government legislation and your own changing needs. However if you need to see us at a different time – by all means give us a call or drop us a line.

If you would like more information, please Contact Us.