THE VALUE OF FARSIGHT WEALTH LTD

We adhere to a proven method designed to thoroughly grasp your needs and determine the best ways to fulfill them.

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Discovery & Assessment - This crucial initial phase allows you to share personal finance needs and goals. We will identify your existing investments, retirement plans and protection strategies to uncover any gaps or opportunities. Additionally, we’ll evaluate your investment profile, including your risk tolerance and ability to handle potential losses. During this phase, we will also talk our client collaboration process, the advantages of partnering with us, and how we charge for our expert advice.

 

Recommendation & Research - Next we will initiate the creation of your Personal Financial Plan based on your defined goals and aspirations. Your Plan will include specific timelines and a comprehensive long-term strategy. Our recommendations will be supported by extensive research on economic trends, global events, financial products, and more, ensuring you receive appropriate and impartial advice.

 

Implementation - We will present your Personal Financial Plan in a meeting where we will clearly explain each suggestion. You can choose to proceed with any or all of the recommendations and you will be asked to sign an Agreement that authorizes us to arrange and implement financial products and services on your behalf.

 

Review & Administration - While you may opt to keep your recommended Financial Plan as is, circumstances often change—such as increased wealth or family growth. Your risk tolerance and capacity for loss may also evolve over time. We provide ongoing services through regular reviews of your investments, retirement plans, and protection products, ensuring they align with your financial goals. Alongside annual portfolio reviews, you will have access to our Wealth Platform—an online, secure client portal—along with regular newsletters and financial updates.