Our Financial Planning Process
OVERVIEW
We use a unique strategy development and financial modelling process to build your financial plan.
We will discuss and workshop a variety of potential financial strategies with you, model the outcomes with realistic and conservative assumptions, and decide on the proven strategies that will be implemented as part of your tailored financial plan.
In other words, we will work together to build a plan that works for you.
STEP 1 - INITIAL CONSULTATION
Our initial consultation is at no cost and with 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.
STEP 2 - STRATEGY DISCUSSION & DEVELOPMENT
We will undertake a detailed research and strategy development process to explore the various options that are available to help meet your financial goals.
STEP 3 - STRATEGY OPTIMISATION PROCESS
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.
STEP 4 - ADVICE PRESENTATION & DISCUSSION
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.
STEP 5 - IMPLEMENTING YOUR PLAN
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.
STEP 6 - MANAGING YOUR PLAN - ONGOING SERVICES
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.