Strategy Papers

At times it can be difficult and confusing knowing how and when to proceed with your financial planning. This is especially true if you have complex requirements or if the decision/s you are required to make relates to a future event.

Before proceeding with a Full Statement of Advice/Financial Plan we can provide you with a Strategy Paper. A Strategy paper provides generalised guidance on a strategy (or several strategies); and includes information and examples which will assist you in understanding and comparing the concepts of each of the possible strategies available to you.

It is important to note the Strategy Paper deals solely with your circumstances and the strategic options available to you, it does not include any product recommendations and does not constitute formal Advice.