YOUR PATHWAY AT KLEAR PICTURE - READ MORE BELOW

STEP 1 - DISCOVER

STEP 2 - RESEARCH

STEP 3 - STRATEGISE

STEP 4 - IMPLEMENT

STEP 5 - ACCOUNTABILITY

Your Pathway In Detail

Discovery Session


Whether you're an Individual or a Business, setting clear goals enables you to design and implement effective financial strategies. Following our goal setting exercise, we gain a deep understanding of your overall position to identify the scope of advice and information you require to execute different strategies safely, efficiently and successfully.




Strategy Session


We address and support questions you asked in the Discovery Session with research and consultations with Subject Matter Experts. Build knowledge in areas you’re less equipped in and understand the benefits, cost savings and risks involved. This session helps you decide with confidence the strategy that best meets your needs. It also lays out a clear timeline over which you can achieve your various objectives.




Implementation


It is only at this juncture that you formally Engage and Instruct your Advisory Team, to implement strategies on your behalf. We assist with the collection and collation of paperwork to make it a seamless process. Your Advisory Team ensures all strategies are implemented and keeps you posted with the progress.




Accountability


Part of gaining greater control over your financial future is to ensure that everyone involved, including you, are accountable. Regular reviews to track your progress is crucial to adapt to changes in your lives and in the market. Ongoing support to address queries is always only a phone call or email away. Your client services manager is there to ensure questions are relayed to the appropriate expert or advisor in your allocated team.




Research & Development


Your Advisory Team commences research and analysis to narrow down relevant information and strategies for you to consider. Together, we formulate solutions around your short, medium and long-term goals, so you have a clear pathway to move forward with.





LETS MEET UP AND GRAB A COFFEE

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