At TurnKey Financial Consultants, we provide expert financial advice and reliable service to manage every aspect of your finances, at every stage of your life. Our traditional advice process is shown below. We also offer general advice and scoped advice, depending on your needs.
In your first no cost, obligation free meeting, we discuss your situation to understand how our advice can assist you
Your financial adviser will then gather all necessary information to help in the formulation of your financial advice and strategies
A tailored financial plan, or Statement of Advice, is made
The plan is presented and discussed, the advice is shaped until a course of action is agreed on
The strategies and advice are implemented in line with the agreed plan
You will receive regular reviews to keep you on track