Working With You

Working with ESV Financial Planning is about working together to get the best fit for your situation.

We will first establish the role you’d like us to play in your financial life. Do you need a comprehensive approach that takes all of your affairs into account? Or is there a specific task you need to accomplish, such as establishing a general investment portfolio or simply arranging a review of your personal insurances?

We take the time to get to know you so we can establish the balance of risk and return with which you are most comfortable. Your level of acceptable risk will be dependent on your personality, objectives, outlook and stage of life.

Our service is delivered in six easy steps.

Situation - Where are we now?

Your ESV Financial Planning adviser will talk with you about your financial, work and family situation, using professional tools to ensure we gather all the relevant information.

Goal  - Where do we want to go?

To reach your potential we work with you in establishing your own realistic goals and targets.

Route - How do we get there?

You will receive a tailor made financial plan and a service agreement which clearly outlines every step we will take with you to reach your goals.

Protection - Keeping you safe from risk.

Striking the right balance between risk and protection is vital to any financial plan. Our experts will ensure this balance is set at a level that is comfortable for you and yet provides you with adequate protection.

Implementation  - Putting it all in place.

We take care of all the paperwork, liaise with your accountant and other financial , and keep you actively informed of the outcomes of your plan and any new developments that arise. You’ll receive regular reports on all your investments and we’ll always be available to answer your questions.

Review - Regularly checking our course.

At regular, agreed intervals, we will meet with you to conduct a formal review of your plan.  As part of our proactive approach, we’ll also ensure you are aware of new investment opportunities and changes in regulations as they arise.