The Reveal Process

The Reveal Process™

Presentation of your bespoke Lifetime Cash Flow Forecast and Conclusions, recommendations and On Purpose Action Plan™. Depending on the conclusions drawn and the complexity of your arrangements, the exact timing and order of this process may vary.

Integrated Wealth Management Plan™ Delivery

Your Integrated Wealth Management Plan and associated Technical Reports, Key Features documentation and personal illustrations will be presented to you for reading and consideration.

Reveal Meeting™

We will run through with you live on screen your bespoke Lifetime Cash Flow Forecasts, what if scenarios, shortfall calculations and the conclusions drawn. We will answer any questions you may have and will then agree with you the next steps, including your initial On Purpose Action Plan™.

On Purpose Action Plan™

What needs to be done, when and by whom.

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Genus Professional Network Affinity Membership Services On Purpose Implementation The Reveal Process Big Picture Analysis Deep Data Harvest Discovery Process Deep Data Harvest Big Picture Analysis The Reveal Process Discovery Process On Purpose Implementation Affinity Membership Services Genus Professional Network

Learning

 

During and after the initial meeting we will look to establish what is important to you and what your key objectives are. Once we have this information, along with some hard facts about yourself, we will then move onto our research and production.

Research & Production

 

Throughout this phase we will conduct our research on your arrangement and begin to bring your financial plan together. It is the longest of our preliminary stages as it requires the most information and thought.

Presentation


Here we will present you with your completed Integrated Wealth Management Plan™. It will contain your objectives, our recommendations and other reports that we have drawn up. After presentation you will have the option to meet with Ian to discuss the plan and ask any questions that you may have.

Integrated Financial Planning

All of us have things that we would like to achieve in our lives, whether two, five or ten years down the line, or perhaps we may want to leave a legacy of some kind. But in order to realise these dreams, we need to be both focused and financially organised. 

Wealth Management



Our team of experts will provide you with a high-level professional service, taking a holistic approach in co-ordinating all areas of financial management, planning and investment advice, to ensure your wealth is always working for you.

Testimonials



At Affinity Integrated Wealth Management we always encourage feedback from our clients as their opinions on our work are of paramount importance to us. Please take a look at our testimonials page to read some of the comments that we have received.