Platinum Financial About Us

5. Implementation We will put the agreed proposal into effect and update you when implementation is complete. We will assist you in the completion of any relevant paperwork and gather any additional information required. It is important for you to check all the information you have provided is correct before you sign any documentation. Where an on-going service is required, we will keep you updated with progress throughout.

6. Review Life changes, as do rules and regulations, so reviewing your personal or business/organisation’s financial requirements is absolutely vital. Whether your plan is simple or complex it is more than likely that an ongoing relationship between you and Platinum Financial Planning will be fundamental in ensuring that your plan remains appropriate to your circumstances.

4. Presentation We will present and discuss your initial financial planning report. We will confirm our understanding of your current financial position and ensure there have been no changes since our discovery meeting; should your circumstances have changed we may need to revise your report accordingly. Your report will include a detailed summary of your current financial position, financial objectives and the solutions we are recommending to meet those objectives.

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