Our process
At WC, we follow a 6-step financial advice process to help our clients achieve their financial goals and make a positive impact on the environment and society.
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Initial Consultation: We start by establishing a relationship with you and getting to know your financial goals, current financial situation, and risk tolerance. This step can be done through an online meeting or in-person at one of our offices.
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Fact Finding: We gather and analyse your financial information, including your income, expenses, assets, liabilities, and investment portfolio, to evaluate your current financial status and identify any potential issues or gaps.
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Strategy Development: Based on our analysis, we develop a personalised financial plan that outlines the strategies, investments, and products that are best suited to help you achieve your financial goals while also contributing to a more sustainable future.
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Plan Presentation: We present the financial plan to you, discuss the recommendations in detail, and make any necessary adjustments based on your feedback. This step can be done through an online meeting or in-person at one of our offices.
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Implementation: Once the financial plan is finalised, we work with you to implement the recommended strategies, products, and investments.
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Ongoing Review:We regularly monitor and review your financial plan to ensure that it remains on track to help you achieve your financial goals while also contributing to a more sustainable future. This step can be done through regular online meetings or in-person at one of our offices, depending on your preference.
At WC, we believe that financial planning should not only focus on maximising returns but also on creating a positive impact on the community and the environment. Contact us today to schedule an appointment with our team of experts and start your journey towards achieving your financial objectives while also contributing to a more sustainable future.