How Advice Works
Below are steps you should take into consideration when seeking advice.
How Financial Advice Works
YOUR LIFE STAGE
Understanding your financial situation. This is a critical step. Whether you’re starting your first job or preparing for retirement, the more Leon Bart knows, the better the financial advice he can give you.
REALISING YOUR GOALS
Every dream deserves a plan. Defining your dreams and goals will bring you one step closer to achieving them. And by getting the right advice, at the right time, you can start realising them and planning your future.
TRANSLATE YOUR GOALS
Identify your financial needs. By gaining deeper insights into which areas of your life you’ve already provided for and which need more development, Leon Bart will be able to better help you plan for your future.
YOUR FINANCIAL PLAN
Customised to meet your needs. Via a thorough financial needs analysis, Leon Bart will formulate a comprehensive tailor-made financial plan – designed to make your dreams a reality.
A NEW BEGINNING
With the right financial solutions. Once you have a financial plan and have agreed to the right solutions, Leon Bart will implement them through a quick, seamless process.
KEEPING IN TOUCH
Process reviews and updating goals. Regular reviews ensure that you remain on track. Your needs and goals are bound to change, so it’s crucial to analyse and re-evaluate your plan every year.