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The Process

Our financial planning process revolves around you. We ensure that we understand you well to put strategies and measures in place to achieve your goals and ambitions. Then we regularly review your progress and goals with you, providing you with ongoing strategic advice backed by research.

We make a concerted effort to understand your circumstances, financial position, and desired achievements and aspirations; from starting a business to retiring close to family and friends, so that we can work alongside you to provide informed and relevant financial advice.

There are six key steps in the financial planning process and stage one involves us discussing these aspects with you, as well as collecting relevant information about your current circumstances. Once we have a good understanding of your position, we then work with you to analyse the data and research beneficial strategies that are tailored to you specifically. This can involve modelling using sophisticated financial planning software.

Our recommendations are then presented to you in the form of a “Statement of Advice”. After this, a meeting is arranged to discuss the recommended strategies and how critical aspects of your needs and objectives are likely to be met. Once we have agreed on the solution that is the most appropriate, we will guide you through the implementation phase and introduce you to our ongoing review service. This is a key component of our financial planning service, which is extremely proactive and involves regular communication with you.

Our Promise

At WP Financial Planners, we are dedicated to doing all we can to empower you with the knowledge needed to realise your life goals, aspirations, and dreams. Whether that’s planning a well-deserved retirement or opening a restaurant, your goals are achievable, and there’s no dream too big or too small — we work with you to understand your goals and put a plan in place to realise them.

We recognise that all aspects of your finances need to work towards the greater goal of your financial wellbeing. As such, we provide a complete range of services to ensure that your financial goals can be achieved in the most effective and efficient manner. You decide the scope and level of advice and service you require from us and we’ll empower you with what you need to achieve your goals.

Your adviser will work with you to provide an ongoing review service based on your needs, which includes:

  1. Being available for regular consultation and advice;

  2. Providing you with information, technical advice and recommendations when there are significant changes in personal and financial circumstances;

  3. Periodic reviews of your portfolio and relevant recommendations based on the dynamic economic conditions and trends, investment manager circumstances, opportunity, investment risk and financial strategy;

  4. Detailed investment reports including portfolio valuation, portfolio performance, asset performance  and transaction summary;

  5. Regular market commentary and newsletters;

  6. Review of your situation to ensure needs and objectives are being met by your financial strategy and review of your progress to ensure your strategy is on target to achieve your financial objectives.

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