In order to suggest a strategy for our clients we compile information on our clients current financial position, determine their attitudes to issues such as “risk vs. return” and “liquidity requirements from investments” in addition to developing a comprehensive profile on the client’s future plans (for the years up to and upon retirement). This is completed during an obligation free consultation in the convenience of your home or at our city offices at a mutually suitable time.
After understanding your situation, our Authorised Advisors and Panel work diligently to evaluate your situation and more importantly understand what you would like to achieve.
Our Panel develop a tailored Statement of Advice, otherwise known as a Financial Plan. This comprehensive document, your prescription, provides recommendations designed to enhance your situation and put you on track towards your future goals and objectives. WPS interprets our recommendations and works with our clients to implement the suitable solutions.
Inclusive of this service, WPS Financial Group also offers our clients another distinctive benefit – ongoing examination and reviewing of our clients’ ever changing financial position.