Let us manage your finances, so you can concentrate on the things that matter to you most. With the help of an Asia Associates Financial Planner, we’ll map out a practical financial plan that is customized to fit you as well as your family's needs.
1. Getting to know you
In this first meeting with you, we get to know you and assess your present financial situation. Furthermore we can recognize your goals, where you’d like to be in the future and your risk tolerance. In this step you'll also get to know us, our economic planners and their history, qualifications and also the associated costs of having a financial planner.
2. Examining and Strategizing
Now that we have gained a comprehensive understanding of your present financial position and objectives, we can then provide you with a tailored investment strategy to achieve those monetary goals.
3. Presenting our recommendations
Predicated on everything you have provided us with, we will provide you with a step-by-step recommendation and plan on how we're going to carry out your strategy centered on your targets and risk profile. We will go over the investment plan in detail you will have the opportunity to ask any questions before the implementation of the plan.
4. Implementation of this Plan
In this phase we ensure that you are satisfied and comfortable to go ahead with the plan, or if there are any adjustments required. When you are one hundred percent pleased with the plan you are able to provide us with the green light to go ahead and put our suggestions in place.
5. Continuous frequent reviews
There are frequent reviews of the strategy, following the implementation of the plan in order to ensure that the progress of the plan follows what was outlined during the planning stage. Regular reviews are crucial for the success of any plan, this provides us with the opportunity to track the progress and make any corrections if needed. The peace of mind of our customers is our number one concern.