Initial Engagement
Get to know each other and discuss your current position, values, goals and lifestyle objectives.
The Ripple Wealth 6 Step Process
Our process ensures consistent performance and the highest standards in ongoing client relationship management
Step 1
Step 2
Research & Analysis
It is very rare that 2 people are in the same position or have the same products. We will delve into your current situation to get a better understanding of what might be holding you back and discuss possible strategies & options to get you closer to where you want to be.
Step 3
Strategy Development
Advice is never a one size fits all, so once we have an idea of your situation and goals we put together personalised and simple to understand advice that shapes a path to follow to help you meet your objectives.
Step 4
Advice Presentation & Education
The biggest part of our role is education, at this stage we present your personalised financial plan and go through this in detail to ensure you understand what we are recommending and why this helps to meet your goals.
Without understanding the reasons or benefits gained from the advice it will become easy to fall back into old habits and thus this is an important part of the process.
Step 5
Strategy Implementation
We do all the groundwork to ensure the advice is implemented efficiently and effectively. You will also be involved in part of this process depending on the type of advice provided.
Step 6
Ongoing Monitoring & Strategy Update
Financial advice is never a 'set and forget' part of your life. We monitor your progress and regularly review your situation to ensure the advice remains relevant and you continue on target to meet your goals and objectives.
