Smart Financial Planning
Starts Here.
Our team of experienced advisors are available to assist
you in developing a comprehensive financial plan that
is customised to meet your unique needs and aspirations.
We recognise that everyone’s financial circumstances are unique,
which is why we adopt a customised approach to assist you
in safeguarding your future and preserving your wealth.
Having a plan for the future
By gaining a comprehensive understanding of your present and future financial situation, you can determine what matters most to you and make informed decisions to reach your desired financial objectives.
Expert guidance and support
We offer a wide array of services that encompass various aspects of managing your finances. Our expertise extends to investments, mortgages, pensions, and estate planning. Our advisors are highly qualified Certified Financial Planners (CFP®) who stay current with the latest financial regulations. You can rely on us to offer expert guidance and support.
Expert guidance and support
We offer a wide array of services that encompass various aspects of managing your finances. Our expertise extends to investments, mortgages, pensions, and estate planning. Our advisors are highly qualified Certified Financial Planners (CFP®) who stay current with the latest financial regulations. You can rely on us to offer expert guidance and support.
WHAT IS THE PROCESS OF A FINANCIAL PLANNING CONSULTATION?
This is where we begin to understand you, your concerns, and your aspirations.
We will inquire about your income, expenses, assets, and liabilities, as well as your goals and objectives related to your finances.
Once we have gathered all the necessary information, our team of highly skilled CFPs® will carefully analyse and evaluate your financial situation. We will conduct a thorough assessment of your existing investments, insurance policies, retirement funds, and estate planning approaches.
Next, your planner will present a comprehensive plan tailored to your specific needs and goals. Our services encompass a wide range of areas, such as providing advice on saving and investing, implementing effective tax strategies, planning for retirement, and managing estate planning.
We will provide a comprehensive explanation of our recommendations, highlighting the reasons behind them. And then they will address any inquiries you might have and collaborate with you to make any required modifications to the plan.
Once you are satisfied with our suggestions and plan, the necessary documents can be signed, and we will embark on your journey together. Once the paperwork is signed, our dedicated team will handle the activation of policies and portfolios, ensuring that you are kept well-informed throughout the entire process.
As part of our service, we offer continuous monitoring and support to assist you in staying on track and reaching your goals. Regular check-ins, portfolio reviews, and updates to the plan will be provided to accommodate any changes in your circumstances.
Ready To Get Started?
You can always make it direct with DIRECT FINANCIAL