Our Approach
Collie Wealth Management will undertake a six step process in ensuring that a prospective client of Collie Wealth Management will have their needs looked after and make an educated and well informed decision.
1.
Your Initial Consultation
During your first meeting, Collie Wealth Management will ask you to provide relevant details of your financial situation.
​
​
​
​
​
​
4.
Recommendation
The plan will also recommend the types of investments and insurances that will enable you to have the best chance of achieving your stated goals and objectives.
​
Collie Wealth Management will discuss the reasons for the recommendations and how they relate to your objectives. We will also answer any questions you may have and if needed modify your plan so that it meets your personal requirements.
​
2.
Define Your Goals
Collie Wealth Management will then assist you in establishing and prioritising your financial goals.
This discussion will form the basis of your financial plan.
​
​
​
​
​
5.
Implementation
Once you have agreed and are comfortable with the plan, Collie Wealth Management will ensure that the recommendations are implemented.
​
​
​
​
​
​
​
​
​
​
​
3.
Identifying Issues
The financial plan will explain the issues you may face and the strategies that Collie Wealth Management has recommended to help you achieve your financial goals.
The plan addresses the financial and lifestyle goals and objectives that you have identified at the initial interview.
6.
Review
Collie Wealth Management will review the performance of your investments and report to you on their progress depending on your individual requirements.
​
Should there be any significant chances to your circumstances, the economy, legislation or products, we will assist you to make the appropriate alterations to your portfolio to ensure that it continues to remain relevant to your situation.
​