What we provide

Financial Planning Process:

1. Initial contact with preferred adviser to discuss briefly current situation.

2. If appropriate make an appointment at which point a Financial Services Guide will be provided and Data Collection Form will be sent to be completed.

3. Initial meeting is cost and obligation free during which the prospective clients situation is reviewed and relevant issues are discussed.

4. Where necessary, a Statement of Advice outlining the recommended Financial Plan will be prepared. If the proposed strategy includes placing investments through Security National, and fees are to be paid on this investment, then these fees and charges will be advised to the client in the Statement of Advice prior to proceeding with any investment.

5. If the client wishes to proceed with the recommendations, then they will contact us to implement the strategy and engage us as their Financial Advisors.

6. As clients of Security National, you will have access to advice at all times with no limit placed on the number of contacts each year.

7. Where investment portfolios are managed on behalf of clients, these portfolios will be monitored on an ongoing basis, and clients will be contacted at least once a year to review their financial situation.

8. Any material changes to clients situations will be assessed and if necessary appropriate changes will be made to their individual Financial Plan to reflect these changes.

 

Contact Details

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