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| At IPP, we undertake a comprehensive survey and analysis of your current financial situation, with the objective of building the future that you desire. |
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| We have in place a standard financial planning process, whereby our financial consultants: |
| 1. Establish financial goals
: Goal setting is critical to creating a successful financial plan |
| 2. Gather relevant data :
Objective and subjective information is gathered. Client’s ability and willingness to take risk is established. |
| 3. Analyse the collected data
: Conditions aiding or impeding the client’s desire to achieve his financial goals are identified. Where required, goals or time horizon to achieve them need to be modified. |
| 4. Develop a plan for achieving goals
: Alternative strategies may be presented for the client’s consideration. Advantages and disadvantages of each strategy should be explained. |
| 5. Implement the plan
: The financial plan is useful to the client only after it is put into action. |
| 6. Monitor the plan :
Periodic review involving performance measurement and updates of client’s personal and financial situation. Clients should also be informed of changes in economic or tax environment. |
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