How we work

Working for you

How we work

Working for you

"Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a
deadline ..."

Network Financial Planning provide holisitic financial advice across all areas of financial planning; including protection planning, retirement planning, investments, mortgages, loans and private medical insurance.

1st Appointment

About You

We meet together to discuss your personal circumstances and your current financial situation.

Your Goals & Ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

Analysis

We'll discuss with you our analysis of your current position, and outline our initial thoughts for the plan. We'll present our recommendations and actions required for you to achieve your goals.

Research Stage

In this phase we research the marketplace and prepare our advice, before providing you a personalised Report detailing the advice.

2nd Appointment

At this next meeting we discuss our advice to you, explaining the Report that we have prepared. We will explain the reasons for the solutions and why they are suitable.  We can also answer any questions you may ahve.

Final Stage - Implementation

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion at your request.

Review the Plan & Progress Updates

Future reviews can be arranged, this will enable us to work closely with you informing you, how the plan is going, and agree with you any modifications to keep it on track towards the achievement of your goals.  

Circumstances change over time and therefore plans may need reviewing in the future, when we can be of further assistance.

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