Our Advice Process

Step 1

Starting your Journey

Your journey begins with a simple phone call. When you book your appointment, you’ll receive an email with information on how to prepare. From there, you take us through your goals, and we’ll offer a few options on how to proceed with a professional financial plan.

Step 1

Step 2

Financial Health Check

We collect information via our Fact Find portal to help you understand your starting point. We’ll identify the scope of your advice and provide transparent information on our fees. Once you’re happy, we can get to work on starting your plan and helping you achieve financial freedom.

Step 2

Step 3

Strategy & Collaboration

The Agile team will collaborate with you to develop and identify the best solutions for your situation. You play a large role in this stage of the process, and we rely on your input to design a plan that empowers you to achieve your goals while still providing the lifestyle you want.

Step 3

Step 4

Your Professional Financial Plan

You will receive a Statement of Advice outlining our recommendations. Take your time to review the document and absorb the information and recommendations it contains. We’re happy to answer any questions so that you can take confident steps towards your future.

Step 4

Step 5

Putting the plan in place

Our team will be there to support you through the implementation of your plan. We will guide you step by step through the new products and strategies that we’re putting in place. Your role here is to stick to the plan and keep us updated if something changes in your life.

Step 5

Step 6

Feedback

For your peace of mind, we will check in on completion of the advice process. Our team will ensure you are set up to make the most of our advice and your opportunities. You are welcome to provide feedback, and the greatest compliment is to refer us to your friends and family.

Step 6

Step 7

Review

Our service is designed to be a long-term collaborative partnership. We are committed to assessing the ongoing suitability of your investments and our solutions to ensure they evolve as your needs do. When things change, we do too, so get in touch if things change.

Step 7

We help you identify your real goals and objectives so you can dare to dream.

Contact Us Today

Now is the best time to take control of your finances and plan for the future. Contact Agile Wealth today to make an appointment with our professional financial advisors.