P

rocesses / Methodology

Gilmore Insurance & Financial Services is dedicated to providing you with expert, professional and impartial advice. We achieve this by adhering to a 3 step process.

Step 1 – Initial Advice

• Analysis of current financial situation
• Review of existing arrangements and policies
• Investment Portfolio performance analysis
• Tax planning assessment
• Financial goals and objectives
• Attitude to risk profiling
• Personalised Plan

Step 2 – Implementation Service

• Proposal completion and confirmation
• Application administration and submission
• Application updates
• Professional liaison
• Professional referral

Step 3 – On-going Service

• Annual review
• Portfolio management and monitoring
• Quarterly client newsletter (providing updates on relevant financial developments)
• Seminar programme
• Tax & budget updates

Outcomes

Through the use of this 3 step process, Gilmore Insurance & Financial Services helps you to;

• Obtain a clear picture of your current financial situation
• Clarify your vision and secure your financial future
• Develop a roadmap of how to achieve your vision

 

Gilmore Insurance & Financial Services act as navigator to keep you on course along the way.