How we work
Work closely with any legal professionals supporting you, to make sure our decisions align with your other arrangements.
Initial Meeting
Our voyage begins together with an initial 1-on-1 meeting to get to know each other. We will discuss your monetary objectives and determine if Royal Consultancy is the right fit for your needs. This consultation is complimentary and comes with no obligation to sign up for our services.
Fact Finding
If we decide to move forward, we’ll dig deeper into your future goals and your approach towards risk. We will also gather detailed information about your existing financial plans and policies to ensure we have a complete understanding of your situation.
Planning
With all the necessary information and details share with us, we will review, research and analyze the best financial solutions tailored to your specific conditions and objectives. This will form the first draft of your personalized financial plan.
Recommendation
In a second 1-on-1 meeting, we will present our suggestions. We’ll walk you through each part of your plan in detail, providing plenty opportunity for you to give feedback and ask questions.
Implementation
Once you are satisfied with our suggestions, we will put your financial plan into action. We’ll keep in regular contact to update you on the progress of your plan and ensure everything is on track.
Continuous Review
Life is full of changes, and your financial plan should adapt accordingly. As part of our ongoing service, we will meet at least once a year to review your plan and make any necessary adjustments to ensure it continues to meet your needs.
