Your Wealth Manager will prepare a comprehensive plan based on the information you provided at the first meeting.
You’ll meet again to go through this plan so you can see where things are heading and make sure the information about you is correct.
Your detailed financial plan
Your Wealth Manager will prepare a detailed written financial plan for you. This will include:
- A summary of what has been discussed about your present circumstances.
- Your assets and income needs.
- Your retirement needs.
- An outline of your risk profile.
It will also include a recommended investment portfolio covering:
- Short and long-term funds.
- Any assumptions used when preparing the recommendations.
- A clear statement of fees.
- A description of the ongoing services that will be provided.
No investment until you’re ready
When you meet again your Wealth Manager will discuss the detailed plan and answer any questions you may have.
No decision to invest will be made until your plan has been finalised and you’re happy that the plan will meet your needs.
Next step
The ABC Bank Wealth Manager service continues long after your first investments are made. Our ongoing support is described on the page about keeping on track.
