What we offer

At Elite Financial our belief is that with comprehensive Retirement Planning we help our Clients determine their goals and objectives, aiming to have sufficient income in retirement.

Clients who elect to join our ongoing Executive service plan (and most do) benefit from being totally cared for by the team. Using your assessment as a backdrop, we continue to monitor and advise on your goals and associated strategy.

Our reviews enable us to ensure that everything remains on track towards the agreed goals, even taking into consideration any personal changes, market conditions and other external factors.

The process we follow

Stage 1
Stage 1
Your goals
We establish your life goals, personal circumstances, aspirations and concerns.
Stage 2
Stage 2
Your information
We collect all relevant personal and financial data and establish your perceived risks.
Stage 3
Stage 3
Analysis
We assess your current position and how you have arrived there, with the intention of making a recommendation on the type of products that will best suit your needs.
Stage 4
Stage 4
Design your strategy
Having completed the preparatory work, we will prepare a personal report and recommendations, then set out different strategies which can be used to get you where you want to be.
Stage 5
Stage 5
Implementation
We agree the plan to implement the strategy to help you achieve your objectives over a given period of time.
Stage 6
Stage 6
Regular reviews
If you choose, we will meet on an ongoing basis to assess your strategy and implement the next steps in your plan.

What we do

Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives, we can tailor a financial strategy specific to your needs.

Our financial planning process is broken down into a series of stages which focus on ensuring your life aspirations and the investment of your money are carefully aligned.

Having completed a detailed review of your current position and arrangements, we will provide you with specific recommendations and explain the benefits and risks associated with the approach we have suggested.

If you are happy with our recommendations we will help you complete the relevant paperwork and put your financial plan into place.

For advice on your specific circumstances, please get in touch.