Our Process

Traditionally, financial advisers dive right in and begin discussing money.

However, the rise of financial planning has been the most dynamic movement in our profession over the last decade. The emphasis has shifted away from selling financial products and toward providing a service that prioritises people over numbers.

At Strategic Wealth Partners, our belief is that financial planning is a process that should be informed by advanced skills, knowledge, and experience gained through training and qualifications.

Our financial planners embody this belief by being trained to listen and ask questions that help clients identify their life goals and aspirations.

Expert financial planning advice

Our Managing Director, Amyr Rocha Lima, explains our process for aligning your money with your long-term goals.

If we decide to work together, we will take the following steps to get to know you and your objectives. We’ll use this knowledge of your most deeply-felt aspirations to create a financial plan that’s fit for purpose.

Initial Meeting

Our initial meeting will be focused on getting to know you. This meeting allows us to better understand your goals and objectives; we will also explain how our service can help you. We'll gather some basic information and, of course, explain our fees. This initial meeting is at our cost.

Discovery Meeting

During our discovery meeting, we will begin to qualify your personal objectives and build a much clearer picture of your financial situation.

Research

Our research will then begin. We'll need to know about your existing pensions, savings, and investments first. Most of us despise paperwork, so with your permission, we'll write to the companies involved to get the most up-to-date information. We'll also discuss what investment risk means to you at this point. We'll develop an appropriate investment strategy using a detailed questionnaire and some common sense.

Your Financial Plan

Your financial plan will then be developed. The foundation of all financial planning is having a strategy in place that is based on your aspirations and objectives. We'll model scenarios and analyse investments using cutting-edge financial planning technology to show you the various paths to achieving your goals. We'll make recommendations and do the necessary work to get you back on track.

Ongoing Advice Service

Our ongoing advice service ensures that the ups and downs of life don't get in the way of your success. If your needs, preferences, or aspirations change, our relationship allows for a thorough review at least once a year to ensure that your financial plan is achieving the best results for you.

Contact Us

If you've never worked with a financial planner before, we'll guide you through the process.

If you have previously worked with a financial planner but believe it is time for a change, we can assist you in making that transition.

Proud To Be Chartered

The CERTIFIED FINANCIAL PLANNER® certification is the only globally recognised mark of excellence in financial planning and is a degree level qualification. CFP® professionals have proved their extensive theoretical and practical knowledge.

The CHARTERED WEALTH MANAGER qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality investment management services to clients.