Independent Wealth managers uses the six-step process identified by the Financial Planning Institute of Southern Africa.  This process helps you take a ‘big picture’ look at where you are and where you want to be.  Using this process we help you work out what you need to do now and in the future to reach your goals.

	Establishing and defining a professional relationship.
	Gathering data and identifying your financial goals.
	Analysing and evaluating your financial status.
	Developing and presenting financial planning recommendations and/or alternatives.
	Implementing the financial planning recommendations
	Reviewing and revising the recommendations to ensure it stays up-to-date and relevant.

“As a financial advisor, trust is part of the job description; an economic necessity.  Every service, every relationship, every transaction is based on trust.” (Stephen M.R. Covey, Author of The New York Times bestseller The Speed of Trust)