Personal Asset Protection
Overview
We understand that peace of mind for the future is essential.
You’ve worked hard to build and grow your wealth; it’s only natural to put in place measures to protect it. Unforeseen life events and circumstances can potentially impact your finances in a number of ways.
Pareto can help you make sure you have the right level of financial protection in place for you and your family in the event that your regular income is impacted in some way i.e. through injury, illness or death. Our team of experts will work with you closely to understand your current financial position, addressing any potential shortcomings with robust solutions for whatever the future brings.
- Your dedicated Pareto adviser will get to know your financial and family circumstances.
- They will help you identify any potential shortcomings and explain solutions in a straightforward manner.
- The benefits of having support from an adviser mean your plans can be regularly reviewed for appropriateness and value, in line with any circumstance or lifestyle changes you may encounter.
- You can have confidence that as independent advisers we will scour the market for the most appropriate plans for you and your family. This means the most suitable plans and features to meet the unique needs of your family will be chosen.
Advice areas
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Our advisers
Your adviser will work with you to understand your current situation and appetite for risk. All of the advice given will be tailored to you, your circumstances and your objectives.
You will be supported throughout your financial planning journey from setting long-term financial goals and working towards targeted growth, right through to retirement and taking income.
Our advice process
1. Establish
At the outset we will define the relationship we will have with you on your client journey. This will clearly explain our services and costs, and our respective responsibilities.
2. Identify
During our initial meeting, we will collect relevant information about you, so that we can clarify your personal and financial goals. We will also identify your attitude towards investment risk and determine which Pareto service is best suited to your needs.
3. Analyse
Our team of experts will conduct an in depth review of your current circumstances, including any existing plans.
4. Develop
We will provide a report to outline your financial plan, and make specific recommendations to address your personal and financial goals.
5. Implement
We will meet to present our report and discuss your financial plan. With your agreement the recommendations will then be implemented.
6. Monitor
If you put us in charge of reviewing your financial plan, we will report to you at least annually. This review will cover any recommendations required to develop your financial plan further.
