HOW DO WE DO IT!

OUR PROCESS

1.VALUE PROPOSITION

This is an exploratory meeting with the Client Adviser in which you share your needs and objectives and find out whether Pinnaclesky Asset's services are able to meet them. There are no obligations to engage our services if you do not wish to, and no fee will be charged.

2.DISCOVERY MEETING

Once you have decided to become a client of Pinnaclesky, your Client Adviser will take you through a process of discovering your financial objectives. Your Client Adviser will learn more from you about your current financial situation, your risk profile, as well as the goals you plan to achieve.

3.GAP ANALYSIS

Your Client Adviser will assess and compile the shortfall between where you are now financially and where you want to be into a report.

4.CHARTING THE COURSE

The fourth step involves developing a comprehensive financial plan with clear goals, time horizons, and risk assessment.

5.PRESENTATION OF RECOMMENDATION AND ACTION PLAN

The Client Adviser presents the recommendations to you. Once you are comfortable with the charted course, it’s time to set sail and implement your plan’s strategies and recommendations.

6.IMPLEMENTATION

The Client Adviser will assist you in implementing the recommendations, including opening investment accounts and applying for insurance.

7.MANAGE, TRACK AND REVIEW

Your Client Adviser will meet up with you to go through how your plan is progressing, and whether any changes need to be made. The process involves managing, tracking and reviewing the plan on regular basis and tweaking whenever necessary