Our firm’s first principle in engaging with our clients, is to advise in the client’s best interest; and in relation to recommending investments, is preservation of capital: on this basis, we are recognised as conservative advisers.
How that is applied in individual circumstances depends on the detail that is collected, collated, analysed & projected in collaboration with the client. At Continuum Financial Planners, our advisers prepare their advice to clients after gaining an understanding of the client’s financial needs and circumstances. We listen to what our clients have to say; we affirm understanding of their needs, goals and objectives, we offer solutions – and following acceptance and implementation, we show that we care through an ongoing service plan. For details of how our Ongoing Adviser Service Arrangements (OASAs) are structured, see this linked page.
Throughout the process (and all of our procedures are documented for consistency), a keen eye is kept on the client’s investor risk tolerance and any asset preferences they indicate.