OUR APPROACH
Our main focus is to help you achieve your goals. Brackenridge uses a
simple methodology that ensures your long-term financial success and takes the
worry out of managing your money.
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The most important aspect of the whole process.
This step is where we get to know you. What you do, your family situation, your
health, your interests, dreams and aspirations, your concerns, the financial
plans you have, your assets, liabilities and income(s). We find out what you
spend and what you keep. We establish your feelings and beliefs on money. Our
objective is to collect information to make an accurate assessment of your
situation. We listen.
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We are now able to thoroughly analyse and evaluate exactly where you’re at.
We measure the data against your dreams, aspirations, goals and concerns. We
are able to see if your current approach to insurances, cash management, debts,
investments and estate plans will meet your expectations. It’s surprising how
often we find considerable shortfalls. We can meet with your other advisers to
make sure we are all reading from the same page.
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We strive to find solutions that will fit you and your unique situation in the
short, medium and long-term.
We produce a written document, the Brackenridge Report, outlining each of the
five steps of financial planning. Brackenridge specialises in providing
individual and personalised assistance to determine the most appropriate
advice.
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When you’ve read the Brackenridge Report and we agree your best course of
action, we help with implementation.
Documentation for financial services can be complicated, time-consuming and
ambiguous. After 12 years of working in this sector we know what information is
important and how it is best presented. We manage the whole implementation
process on your behalf making it as clear and simple for you as possible.
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Our relationship with you has only just started.
People’s lives change, you could get a promotion, buy a new home, receive an
inheritance, or re-marry, or your health may change. With a review process in
place we keep your plans on track. Each year you receive a written summary of
your plans and, based on our service agreement, we can meet once or four times
a year, or whenever the need arises to keep pace with changes in your life.
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