Our process

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.

 

  • 1. Initial Meeting

    In your first no cost, obligation free meeting, we discuss your situation to understand how our advice can assist you

  • 2. Data Collection

    Your financial adviser will then gather all necessary information to help in the formulation of your financial advice and strategies

  • 5. Implementation

    The strategies and advice are implemented in line with the agreed plan