Financial Advice Northam - Country Financial Directions

About Us

Our Advice Process

  1. Meet with you for an initial discussion – At our initial meeting we will discuss your financial and lifestyle needs and objectives and determine if we can assist you. You are under no obligation to continue with our advice process and there is no cost for this consultation.

  2. Collect all the information we need from you – If we mutually agree we can assist you in achieving your desired financial and lifestyle goals, we will need to learn more about your personal and financial situation in order to provide you with the best possible advice.

  3. Help you identify your goals and current financial position – During our advice process, we listen carefully to what you have to say to establish your current financial position and what you want to achieve.

  4. Consider strategies and issues, then develop and present you with written recommendations –We consider several options to help you achieve your identified needs and objectives, and provide you with written recommendations, in a document called a Statement of Advice. This document outlines the most appropriate solutions and strategies for you.

  5. Discuss these recommendations with you – We take time to explain the reasons and implications for our advice with you in a clear and concise manner, to ensure you have a thorough and complete understanding of our recommendations.

  6. Implement the agreed recommendations – If you are happy to proceed with your personal financial advice, we will manage the process of implementing our recommendations, and provide you with a complete end-to-end advice process.

  7. Help you review your objectives, financial situation and needs in conjunction with our service packages – To ensure our recommendations keep you on track, we agree a reasonable time frame for our next meeting to review your current financial position, needs and objectives. At this time we can re-evaluate our advice and strategies in relation to any changes in your circumstances, as well as changes in legislation and the industry.
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