Our financial planning process is a cornerstone to your success!

 

Discovery

Every client relationship starts with a discovery period that permits us to have insight into your goals, financial outlook, and income protection methods. During this time, we will also learn if we are suitable to work with you for the long term.

Reviewing your financial outlook includes a comprehensive analysis of your current and projected spending (including retirement), income, taxes, and other elements unique to you. We have realised that the best investment solutions are those the client will adhere to, so we deploy a sophisticated risk tolerance strategy to assess both your current portfolio as well as the one we suggest.

The key stepping stone from Discovery is a Prosperity Plan which contains an Investment Strategy and, in most cases, a Retirement Plan.

Providing we are suitable; we move to the Prosperity Plan stage.

Prosperity Plan Implementation

Our Prosperity Plan is a customised financial plan for you.

Relating to your requirements, this may include some access to our estate firm or seeking specialised services like tax planning or corporate trustee services.

The Investment Strategy portion of the plan defines a comprehensive allocation of assets which targets achieving your long-term goals within the parameters of your risk tolerance, incorporating future financial projections.

A specific attribute of Jordan Limited’s Investment Strategy is “diversification by strategy”. This moves past traditional diversification by asset class and is expected to provide an additional boost to risk mitigation. Contrasting strategies are also carefully measured to your qualified vs. non-qualified accounts to optimise after-tax returns.

Prosperity Plan Progress Review & Update

Over the course of our relationship, things will change – your goals, life events and health, tax laws, budget needs, and many others.

At the time of the Prosperity Plan analysis and update, we will re-evaluate your investment portfolio, goals, risk tolerance and financial outlook, validating or updating what we planned and discussed during original discovery and making adjustments to the strategy if needed.

We are qualified in partnering with you through life’s events, for example:

• Retirement
• Loss of spouse
• Relocation or career change
• Sale of a business
• Sale of home, land or other valuable assets
• Transfer of wealth to heirs

It can be hard to manoeuvre through any of the above situations without proper roadmap. Our team of experienced professionals have the qualifications and knowledge necessary to help you through even the most awkward planning decisions.