Rouse Intelligent Financial Planning
Investing in your future

What is important to you?

People look for financial advice for many reasons. You may be looking for pension planning or retirement planning; you could be looking to maximise tax efficiency for you and your business; you may be planning for a large event or a special holiday or be looking to provide financial security for your family.

Whatever your reasons, reviewing your finances with a Chartered or Certified Financial Planner™ professional can help you identify the most appropriate way put your plans into action and focus your finances on what is important to you.

As Chartered and Certified Financial Planner™ professionals we follow a specific six-step process to ensure we help you identify your priorities to help you achieve the life you have planned.

Step One

We’ll spend time talking to you and helping you to identify your financial objectives.

Step Two

Next, with your help, we’ll collect and then assess all your relevant personal and financial data, including establishing your attitude to risk and to investments. We’ll help you by taking you through financial questionnaires and using approved tools to identify your financial approach. This will help us when we begin to analyse which investments and approaches will be appropriate for you.

Step Three

We’ll then take all the data and your responses away to analyse and then assess the most appropriate way for us to help you reach your financial goals. We’ll review the various methods of managing your money and approach to your investments and put together some suggestions for you.

Step Four

We’ll put together a written plan that describes how to make the most effective use of the financial resources we have available to us in order to help achieve your financial goals and that also focus on your particular interests. We’ll take you through the plan and get your go ahead for implementation...

Step Five

...which we’ll then carry out for you.

Step Six

Lastly, we’ll regularly review your progress against your financial goals and will modify the plan as necessary. We’ll also meet with you regularly (quarterly, half-yearly or annually, depending on what we agree is appropriate) and make sure that your money continues to work for you with the aim of achieving your life goals. This means we can take the responsibility for the fine detail away from you so you can go out and enjoy your life as you wish.