Financial Strategy Optimisation
We use a unique strategy development and modelling process to build your financial plan in real time, using realistic assumptions, and using proven strategies tailored to your specific interests and circumstances.
We are not here to sell you a financial product. We are here to help build your strategic plan.
Unlike other 'financial planning' businesses, we are not concerned with which financial products you hold, or whether we assist or even have any involvement in this respect. In fact, we will have worked together to build and complete your complete financial strategy before we even review which financial products you have, or should have moving forward.
This is strategic financial advice, and it is at the core of our business model.
Our initial consultation is at no cost and no obligation to you.
This is our chance to understand what is important to you about your money and your future, and to understand how BMP Advisory may play a valuable role for you moving forward.
We will undertake a detailed research and strategy development process to explore the various options that are available to help meet your financial goals.
We undertake a unique strategy optimisation process using sophisticated financial modelling tools to find the optimal strategy generating the highest level of wealth over time, while balancing your personal goals and objectives.
We will present you with our recommendations that we have developed on your behalf. Where required, we will help to further tailor and refine your specific strategies and gain your acceptance to proceed.
We will help you to implement the advice and strategies that we have built by providing full project management of the agreed changes and financial strategies.
We offer a range of ongoing services to ensure that our clients plans remain relevant and up-to-date, providing the maximum chance that our clients will reach their financial goals.