Your Advisor will not only offer investment advice, but will be here to walk the road beside you – from beginning to end.
Failing to plan is, indeed, planning to fail.
Our framework is built on the foundation of a sound and detailed financial plan, which forms a crucial part of your investment and financial success. This plan is mapped out in your personalised Investment Strategy Document (ISD). Your plan should also outline your specific needs and goals, while taking into consideration your personal preferences, risk tolerance and any additional financial risks that need to be managed.
In order to tailor your plan to best suit your needs, we need to understand who you are and what you aim to achieve on your financial journey. Before your plan is drafted, your Advisor will undertake a mutual discovery process whereby your targets and risk factors will be clearly defined. During this engagement process, you will also come to understand the value that we place on guiding and serving you.
Successful organisations understand the importance of implementation.
At Seed we place great importance on the efficient implementation of your plan. Our team of Advisors are complimented by dedicated support staff to ensure that no detail is overlooked during the implementation phase.
Accuracy and client convenience remain top priority, while ensuring that your plan is implemented in a timely manner. Our team will also ensure that you receive updated progress reports throughout the process, and they will be available to answer any questions that you may have.
Partnership is what we do – and our aim is to be unmatched in this area.
You will need to trust the plan, and your Advisor, for your strategies to bear fruit. As such, building and maintaining your trust is an integral part of our process. Our team values an open-door policy, and your Advisor will encourage you to take full advantage of this benefit.
Adhering to an financial plan, given the wide cyclicality in the market and its segments, will be a challenge that you will face as an investor. The truth, however, is that market performance and headlines change far more often than your objectives. Your Advisor will support you in maintaining a long-term perspective and a disciplined approach.
Your Advisor will communicate with you frequently, providing you with the tools that you need to ensure that you are on the right track to meet your long-term objectives – all the time. On a monthly basis, you will receive a Consolidated Investment Report. You will also receive a comprehensive Market Overview, detailing local and global market performance and some insight around influencing factors.
Change remains the only constant.
While your Advisor aims to map a financial plan that is durable and grounded in long-term thinking, no plan will be permanent, as your goals and personal circumstances will evolve. Your Advisor will be alongside you, navigating the way forward and proactively engaging with you to ensure that your plan retains its relevance, despite changing circumstances.
Your advisor can provide the discipline to rebalance when rebalancing is needed most, which is often when the thought of rebalancing is very uncomfortable.
We are excited to join you on your journey!