Our Process
Our tried and tested simple five-step process towards a brighter financial future.
Initial Zoom Consultation
We will have an initial 15-30 minute virtual consultation over Zoom, Teams, or Google Meets. The purpose of this call is to become antiquated and learn more about your needs.
Thorough Fact Finding Meeting
We will then have a full consultation to thoroughly explore your present financial situation, your goals, and devise a potential strategy to achieve your goals.
Research and analysis
Following our thorough consultation, MoneyRight will conduct thorough research that will inform our strategy.
Present Recommendations
We will prepare a report and strategic plan that will be followed to achieve your financial goals. You will be given the opportunity to share your feedback on this strategy.
Initiation and action
Once our strategy has been agreed on, we will begin implementing your strategy. You will receive regular reports throughout the entire process.
Monitoring and Optimisation
Finally, we will have regular communication over the following months on our progress towards achieving your financial goals. You can contact us at any point and we will always be happy to help.
