Our Process

Life is a journey into the future.

Each of us is on our own unique journey to our own unique future. Knight Management Services has found that many people are so busy and focused on day to day living that they have yet to develop a road map to their future goals, aspirations and dreams.

How does your financial future look?

Knight Management Services Financial Advice recognises that everyone is different with unique needs and aspirations. What’s more, your financial needs change as you go through different life stages. At StottSure Financial Advice we help you make the appropriate choices regarding your financial future.

How do we achieve this?

Our goal is to get to know you by developing a sound knowledge of your circumstances, needs and aspirations. Once we have done this we develop and provide you with your financial road map outlining personalized financial strategies to secure your financial future and peace of mind. We provide regular reviews as checkpoints to make sure that your plan is on track.

Looking into your financial future can be like travelling through unfamiliar territory. With Knight Management Services Financial Advice you will have a financial road map to follow with clearly defined goals and deadlines.

1: First Meeting

Discovery – get to know each other and decide if we’d like to work together. Sign Terms of Engagement letter.

ADVISER Actions

CLIENT Actions

2: Strategy Meeting(s)

Discuss recommended strategies and likely outcomes.

ADVISER Actions

Continue to implement actions from Step 1 as required, plus:

CLIENT Actions

Continue to implement actions from Step 1 as required, plus:

3: Advice Implementation Meeting

Finalise financial plan. Sign documentation to implement. Implement recommendations.

ADVISER Actions

Continue to implement actions from Step 2 as required, plus:

CLIENT Actions

Continue to implement actions from Step 2 as required, plus:

4: Implementation Review

We look at everything that has been implemented so far and ensure that it is all moving forward as expected.

5: Commence Ongoing Service

We will schedule regular review meetings with you to ensure that your financial plan is adjusted for your circumstances as your life changes.

Our Partners