Research shows that the longer you receive financial advice, the more your assets grow.
Financial planning is about understanding financially where you are at, being clear on what you want to achieve and then creating a plan to maximise the likelihood of achieving what is important to you. The result of good financial planning should be achieving peace of mind for the best possible financial life. And, while most people want to live a comfortable and secure financial life, many do not know where to begin.
Wealth Managers play a crucial role in keeping you focused on reaching your goals. BMP Wealth works with you by utilising a defined and tested process:
- Consultation: We want to understand you and your relationship with money the best that we can. Importantly, have a discussion that leads to understanding what you want your financial life to be.
- Plan: BMP will review, in depth, the information you have given, and then create a bespoke financial plan for you.
- Implement: Once we have agreed on the action points to implement, we will look after everything so that you can start your financial life’s plan.
- Progress: We will continue to work with you, via regular Progress Meetings, aiming to anticipate and prepare for obstacles that life throws our way. Thereby maximising your financial life.
We believe in transparency and upfront disclosures prior to any decisions being made. Your money is held safely and securely with authorised and regulated third parties, such as private banks, custodians and insurance companies.