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.
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.
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.
Discovery – get to know each other and decide if we’d like to work together. Sign Terms of Engagement letter.
Discuss recommended strategies and likely outcomes.
Finalise financial plan. Sign documentation to implement. Implement recommendations.
We look at everything that has been implemented so far and ensure that it is all moving forward as expected.
We will schedule regular review meetings with you to ensure that your financial plan is adjusted for your circumstances as your life changes.