process starts with the client. To meet our client's needs we work together to highlight the current financial position, identify our client's financial objectives and develop a plan that meets these requirements.
Once we have established clear financial objectives, the next step is to create and deliver the financial plan that will achieve your goals. Your plan will be custom built to suit your needs and, as with all our client plans, it will be based on three core elements:
- Wealth Enhancement
- Wealth Transfer
- Wealth Preservation
CFS will design a detailed financial plan that satisfies our client's financial objectives, and this will be managed on an ongoing basis.