Decisions you take now can have a huge impact on the financial future of you and your family. Effective financial planning can help you make the right decisions so that your hard-earned money works hard too. We all have financial goals. It could be saving up for a house or a new car, paying for kids school fee, planning for wedding in the family , making sure that you are savings enough for your retirement. What you need for this is an achievable financial plan in place.
At Headway we believe that finding the right approach to invest and generating an income from it requires a disciplined planning process. In the initial meeting with clients, we make them understand the whole process and customize the same. This broader outline helps facilitate our delivery of comprehensive advice. We have segregated the same into 4 phases and have termed it as “The 4 Aces Process”.
During the initial meetings our adviser works with you to understand your need, risk appetite, expectations from your assets, time horizon and so on. This is an exploration stage and we try and gather all relevant information in order to create a customized plan based on your requirement.
On having all the required information we then devise a strategy / blueprint of the plan. We choose the best available options for you to develop an effective, long-term strategy that is customized according to your unique needs and risk profile. Keeping your financial plan on track.
We monitor your investments regularly to help ensure that they are in sync with your goals. We advice changes, if required i.e. only in case wherein we feel that there is a shift in the market which requires a different approach or in case you have some new development taking place. We do not hesitate to recommend appropriate strategic or tactical adjustments.
