Financial Planning
What is ‘Financial Planning’?
From our perspective, it has become a generalised term that has grown dull with misuse. Financial Planning is not, and should not be, a term for salesmen trying to find an angle to make a sale.
At Antler Financial Services, we define it as an evolutionary process - The art of partnering a client to fulfillment of their Financial Services needs through integrity, strategy and flexibility.
Life is never straight forward and being always available as a financial guide sets us apart. Every person/business has different needs, different priorities and different expectations.
You could therefore say that we only focus on ONE product - The best financial security possible within the context of you, for right now, for the future - FOR LIFE.
The Antler Perpetual Satisfaction Cycle:
- Clarify the relationship
- Understand client circumstances
- Analyse client objectives
- Identify and agree appropriate solutions
- Implement
- Contact
- Regular and Ongoing Review
Loyalty is achieved through providing service that warrants it.