Assess financial situation, Identify goals, Estimate fund required for goals, Construct portfolio based on strategic asset allocation, Implement the plan, track and adjust to ensure success.

Comprehensive check of Income, Expenditure, Assets, Liabilities to determine readiness to meet short and long term commitments.

Personalised guidance and recommendations from how to invest money and make informed decisions about Buying, Selling and Managing Investments. 

Periodically adjust asset weights to manage exposure and risk of your portfolio