Evolution Financial Planning - Advice Solutions

Please click, complete and print your Client Questionnaire

Stage 1: Initial Evaluation

During the first meeting:

We explain how we operate;
We give you an experience of what you can expect from us;
You get to decide whether you feel comfortable with us;
We get to decide whether we can add value and work together: and
We discover insights into the dangers and opportunities you face.

This is important because the relationship can last for many years. If we both agree we can be of assistance, we typically proceed to the next stage. There is no charge for the initial evaluation.

Stage 2: Discovery
We spend considerable time discovering ‘what’s important to you’ and gathering necessary information about you; your current circumstances, family, business; work and employment; including finances, assets and liabilities. A detailed questionnaire will be completed covering aspects of your financial life.
This step involves:

Specifying needs and objectives;
Identifying personal values; and
Identifying specific lifestyle goals.

Having gathered all relevant information we will identify issues that may be pertinent to you. As an example this may include estate planning and tax planning. Having determined these issues in order of priority, we can begin to investigate solutions, develop plan(s) and begin producing strategy options.
Another important part of the discovery is analysing your investor risk profile. It is crucial for us to determine and understand your attitude towards investment risk, your investment timeframe, where you are in your career or business and what your lifestyle revolves around.

Stage 3: Strategic Advice
We will outline clearly and concisely our understanding of your issues from the discovery phase, and if possible, this will contain a course of action. Typically the advice will be a combination of our input and recommendations together with other professionals, ie. your existing accountant and solicitor.
Our advice will cover your asset protection, growth and distribution issues. This provides a solid cornerstone of your strategy. If appropriate you will receive detailed cash flow projections. This will allow you to make informed ‘trade-offs’ on decisions, which effect your ability to achieve your goals. Peace of mind is all about having the confidence that you are ‘on-track’ to achieving your lifestyle goals and fulfilling what’s important to you.

Stage 4: Implementation
Following your agreement and acceptance of our advice, we will arrange for implementation. In implementing, we will co-ordinate with professionals as necessary and as agreed by you.

Quality Advice

Our Strategic Partnership Programme will help ensure you continue to meet your financial planning needs and objectives.

ONGOING REVIEWS
Delivering a tailored financial plan is only the first component of Evolution Financial Planning’s dedication to achieving your financial independence. On a 12 monthly basis it is important for us all to get together and review:

Changes to your financial situation;
Recap on your lifestyle objectives;
Review of financial plan outcomes so far;
Discussion of further wealth management opportunities.
¼ Portfolio Valuation report ensuring you are kept aware of your investment outcomes.

1. WEALTH MANAGEMENT NEWSLETTER

Our quarterly newsletter keeps you up to date with mainstream wealth management issues and opportunities. With an appropriate balance between lifestyle and finance, The Investment Solution newsletter provides you with thought provoking articles educating you on areas covered in both your initial Statement of Advice and regular reviews.

2. WEALTH AWARENESS BRIEFINGS

At regular intervals, you will be invited to hear financial experts discuss such issues as long term wealth management strategies, estate planning, debt solutions and risk management strategies.

3. INDUCTION PROGRAM

Shortly after implementing your investment program you shall be invited to attend an induction to outline all areas of our on-going service in detail.

4. EVOLUTION WEALTH FOLDER

At the induction program, you will receive a “Wealth Management” folder covering all the aspects of your financial plan.

5. CALENDAR OF EVENTS

We shall regularly provide you with a “Calendar of Events” outlining all communication you shall receive and be invited to on annual basis.

6. ONLINE REPORTING

The above information is also available to you on-line using investor online.

7. PORTFOLIO TAX REPORTS

You will receive a tax report for your portfolio in August - September each year to assist you in completing your income tax return.

By using the Strategic Partnership Programme, you will have a complete ongoing management program in place which will ensure the continuing suitability of your investment portfolio. Your investment portfolio and investment strategy will continue to be appropriate as conditions change, and you will have the peace of mind that comes from knowing that your portfolio is regularly monitored.

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	Please click, complete and print your Client Questionnaire Stage 1: Initial Evaluation During the first meeting: We explain how we operate; We give you an experience of what you can expect from us; You get to decide whether you feel comfortable with us; We get to decide whether we can add value and work together: and We discover insights into the dangers and opportunities you face. This is important because the relationship can last for many years. If we both agree we can be of assistance, we typically proceed to the next stage. There is no charge for the initial evaluation. Stage 2: Discovery We spend considerable time discovering ‘what’s important to you’ and gathering necessary information about you; your current circumstances, family, business; work and employment; including finances, assets and liabilities. A detailed questionnaire will be completed covering aspects of your financial life. This step involves: Specifying needs and objectives; Identifying personal values; and Identifying specific lifestyle goals. Having gathered all relevant information we will identify issues that may be pertinent to you. As an example this may include estate planning and tax planning. Having determined these issues in order of priority, we can begin to investigate solutions, develop plan(s) and begin producing strategy options. Another important part of the discovery is analysing your investor risk profile. It is crucial for us to determine and understand your attitude towards investment risk, your investment timeframe, where you are in your career or business and what your lifestyle revolves around. Stage 3: Strategic Advice We will outline clearly and concisely our understanding of your issues from the discovery phase, and if possible, this will contain a course of action. Typically the advice will be a combination of our input and recommendations together with other professionals, ie. your existing accountant and solicitor. Our advice will cover your asset protection, growth and distribution issues. This provides a solid cornerstone of your strategy. If appropriate you will receive detailed cash flow projections. This will allow you to make informed ‘trade-offs’ on decisions, which effect your ability to achieve your goals. Peace of mind is all about having the confidence that you are ‘on-track’ to achieving your lifestyle goals and fulfilling what’s important to you. Stage 4: Implementation Following your agreement and acceptance of our advice, we will arrange for implementation. In implementing, we will co-ordinate with professionals as necessary and as agreed by you. Our Strategic Partnership Programme will help ensure you continue to meet your financial planning needs and objectives. ONGOING REVIEWS Delivering a tailored financial plan is only the first component of Evolution Financial Planning’s dedication to achieving your financial independence. On a 12 monthly basis it is important for us all to get together and review: Changes to your financial situation; Recap on your lifestyle objectives; Review of financial plan outcomes so far; Discussion of further wealth management opportunities. ¼ Portfolio Valuation report ensuring you are kept aware of your investment outcomes. 1. WEALTH MANAGEMENT NEWSLETTER Our quarterly newsletter keeps you up to date with mainstream wealth management issues and opportunities. With an appropriate balance between lifestyle and finance, The Investment Solution newsletter provides you with thought provoking articles educating you on areas covered in both your initial Statement of Advice and regular reviews. 2. WEALTH AWARENESS BRIEFINGS At regular intervals, you will be invited to hear financial experts discuss such issues as long term wealth management strategies, estate planning, debt solutions and risk management strategies. 3. INDUCTION PROGRAM Shortly after implementing your investment program you shall be invited to attend an induction to outline all areas of our on-going service in detail. 4. EVOLUTION WEALTH FOLDER At the induction program, you will receive a “Wealth Management” folder covering all the aspects of your financial plan. 5. CALENDAR OF EVENTS We shall regularly provide you with a “Calendar of Events” outlining all communication you shall receive and be invited to on annual basis. 6. ONLINE REPORTING The above information is also available to you on-line using investor online. 7. PORTFOLIO TAX REPORTS You will receive a tax report for your portfolio in August - September each year to assist you in completing your income tax return. By using the Strategic Partnership Programme, you will have a complete ongoing management program in place which will ensure the continuing suitability of your investment portfolio. Your investment portfolio and investment strategy will continue to be appropriate as conditions change, and you will have the peace of mind that comes from knowing that your portfolio is regularly monitored.

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