how we work

BECOMING A CLIENT WITH 313

Step 1

Request a Consultation

Complete our simple online enquiry form and we will arrange for one of our expert advisers to meet with you virtually for a complimentary initial consultation. You can even book this straight into your adviser’s diary!

REQUEST A CONSULTATION

Step 2

Initial Consultation

Your initial consultation will take place with one of our expert advisers via Zoom conference call. We will ask questions to find out about your current financial circumstances, but more importantly, we will ask about what your goals and ambitions are for the future. We also will spend some time talking you through the technical elements of what we do, but don’t worry, we hate jargon!

Step 3

Client Agreement

During your initial consultation your adviser will explain how the rest of the process will work and any charges that will be due for our services. This will then be placed into our Client Agreement which you will receive via Docusign after your initial consultation. Once you have read, understood, signed and returned your agreement to be our newest client, we will get to work for you!

Step 4

Initial Research

Our fantastic administration team will now spend some time contacting your existing providers to gather all of the relevant technical information we need to ensure we give you the best possible advice. We will also commence initial research into the recommendations we will make to you to improve your financial position and achieve your goals.

Step 5

Financial Analysis

Our expert paraplanning team will now work with the information gathered during steps 2 and 3 to analyse your current position in detail. This, depending on your circumstances, may involve portfolio analysis, cash flow modelling, tax planning or insurance comparisons.

Step 6

Your Financial Strategy

Your adviser will now collaborate with their paraplanner and administrator to design your financial strategy and decide on your most effective next steps. The team will draft your fully personalised and detailed Financial Planning Report which will explain the recommendations we are making to you thoroughly.

Step 7

Presentation Meeting

You will meet with your adviser via Zoom and they will talk you through your Financial Planning Report. This is your opportunity to ask any questions about the recommended strategy and we will ensure you fully understand what will happen next. Provided you accept our recommendations we can then complete the necessary applications associated with your strategy.

Step 8

Strategy Implementation

Now you have agreed with our chosen strategy for you, we will get to work making it happen! We will liaise with you new product providers as well as transferring or amending any existing policies you have. We will keep you posted every step of the way and confirm with you once everything is finished and in place.

Congratulations, you’re officially a client of 313 Wealth Management!

Our Regular Reviews

Since we know that our client’s lives are constantly changing, we appreciate that our advice may have to change over time too in order to remain relevant for your current circumstances. We constantly monitor our client’s investments and plans to ensure they are the most appropriate for you needs. Once a year, we will arrange a catch up with you to find out how you are, discover if anything has changed in your life and explain how your current strategy is performing.

Our Client Communication Package

As well as your personal annual review, we ensure our clients are kept in the loop through a number of regular communication streams. Our weekly newsletter condenses the news relevant to your investments, and our monthly webinars have guest speaker presentations from industry experts and the fund managers in charge of your money! ‘The Money Mastermind’ to keep up to date with all of our latest news and guidance.

An initial consultation with us is completely complimentary and can be done without having to leave your own home. Please use the enquiry form to request yours today!

Please use the enquiry form to request yours today!

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