Our Process
We’re your partners in achieving the life you envisage.
We value your trust in partnering with us on this lifelong commitment.
With every move we make together, we prove we’re the right people by your side.
Beresfords is committed to putting you first.
We understand that financial planning is a long-term commitment. That’s why we take the time to listen and address all your aspirations and concerns at every stage of your personal journey. This way, you’ll have complete control and be able to make well-informed decisions about your wealth to live the life you deserve. We work with full transparency, so there are no hidden surprises – just a supported and tailored experience.
How we collaborate with you.
INITIAL CONSULTATION
First things first – we’d like to get to know you. As your Financial Planners, it’s important that we are aware of your current situation, future goals, financial objectives and expectations. We ask the right questions to better understand your background, the important people in your life, your risk preferences and your life goals. As always, our team is more than happy to assist you with your concerns and answer any question you might have at any time.
DISCOVERY SESSION
As we get to know you better, we discuss with you potential strategies and solutions to achieve your life objectives. Together, we will talk about your desires and translate them into numbers. At this stage, we also discuss fees and hear your thoughts about what an ideal relationship with a trusted adviser looks like. We are here to listen, and we approach each and every relationship with empathy and consideration.
PREPARING YOUR PLAN
With your own needs and desires in mind, we formulate a detailed and structured financial plan that’s as unique as you are. Your plan consists of a number of strategies, features, benefits, and recommendations. We also prepare a Statement of Advice which is a detailed document that sets out your situation and goals and our corresponding financial advice. To help you better understand the financial plan, our Advisers are experienced communicators and will clearly and concisely walk you through the vision of your financial future, as well as answer any questions.
IMPLEMENTING YOUR PLAN
After discussing and agreeing on the strategies and recommendations within your financial plan, we start implementing the process of those strategies. Our Beresfords approach ensures that you are kept in the loop at all times to ensure you’re comfortable with everything as we roll out all of your strategies.
ONGOING PLANNING & ADVICE
We understand that there will always be changes in your personal circumstances, as well as market trends, rules and regulations. Through annual reviews and forward planning sessions, we are able assess the goals you’ve set to make sure that they are still aligned with the strategies we have in place. With Beresfords, you can trust that we are your proactive partners in making your life goals happen through smarter financial choices.
