Understanding The Advice Process |
Oak Financial Partners / Understanding The Advice Process
A successful advice relationship with your Oak financial adviser is based upon mutual trust, respect and understanding. A sound advice process will continue to revisit your needs and goals to ensure they remain current. We regularly challenge existing products, strategies and investments to confirm they remain appropriate to you in our rapidly changing world.
We take the time to understand your specific needs and objectives, challenges and opportunities. Learn about the firm, our people, and what we can offer. No cost, no obligation, no pressure.
You tell us what you want to prioritise, and what is of less importance. We agree together what work to undertake, what it will cost, and how long it may take to complete. No misunderstandings, no surprises.
Using our deep resources and experience, we identify solutions to each of your specific areas of concern. Then we meet with you again to walk through each recommended solution in detail. Through collaborative discussion, we agree upon the right steps to your financial security.
Once we agree what needs to be done, we roll up our sleeves and get to work implementing your new financial plan. We'll guide you through the maze of administration, products, paperwork and compliance - every step of the way.
After your initial plan is in place, we immediately begin to monitor, research and analyse your position on a regular on-going basis. This ensures that you don't miss any future opportunities and your existing strategy remains appropriate and optimal.