OUR PROCESS

INITIAL CONSULTATION

At an initial meeting you’ll find out more about us, what we do and get a sense about how we can help you. We’ll ask you various questions to begin forming a comprehensive understanding of your needs and goals and any financial challenges you may be facing. This is also an opportunity for you too.

IDENTIFY

We’ll help you clarify and define your goals and understand your current financial position. After obtaining further information and documentation about your financial position, together we will be able to agree on the main financial areas you would like Silver Private Wealth to focus on.

RESEARCH & PLANNING

When we’re preparing your financial plan, we’ll consider and compare various financial strategies and products that are the most suitable to help you to reach your needs and goals. The recommendations will be clearly documented in writing in a Statement of Advice.

PRESENTING

We’ll discuss our recommendations documented in the Statement of Advice and explain in detail what and why we have recommended specific strategies. From here, you’ll decide if you want to proceed and whether there are any alterations you would like to make before proceeding.

ONGOING SERVICE

If you would like to, we can work together on an ongoing basis to help you stay on track to reach your goals. As life constantly changes, we are able to review and update your objectives, achievements and ongoing needs to ensure your financial plan is always in line with your goals.