The Advice Process
The Advice Process
Our advice is tailored to each individual circumstance and is based on decades of experience in financial planning. The key steps involved in providing the best financial advice for you include:
An Initial Conversation
In this first meeting, we’ll talk through your personal and financial circumstances and explore the options for assisting you. Together, we can determine how Peppermint can offer the support you need. We realise that appointing an advisor is an important decision so we offer this free initial meeting with no obligation to continue.
Detailed Financial Objectives and Attitude
In order to fully understand your financial goals and issues, we take time to gather detailed information, identify your specific financial objectives, and ascertain your attitude to investment risk.
Research and Recommendation
We produce a detailed report recommending the most suitable course of action for you, including how best to address any shortfalls in your financial plan. We’ll explain to you the analysis work that was completed and the financial recommendations that are being made.
Implementation
This stage puts your plan into place. We deal with any external providers and make sure your plan is implemented as per your requirements.
On-Going Reviews
Having completed the advice process, it is important to ensure that the plan continues to meet your needs over time. This is optional and, depending on the service level you require and the value of your investments, is subject to an additional charge.
