The Doran Financial Services team start by listening to you, understanding why you have come to see us and where you want to get to with your financial future. From here we can discuss your options and how we can help.
With many of our new clients being referred by existing clients you may already know a little about us. However, as everyone’s situation is unique, so too is our advice. Our advice is tailored to you and your needs, both now and in the future.
Once you decide to proceed we will prepare and present a Statement of Advice which outlines our understanding of your situation, recommendations and how they will benefit you, and any costs you may incur. If we are recommending any products then we clearly outline why we have chosen them and all fees involved. We then discuss our recommendations and any changes you would like to make.
Following your approval to proceed we will implement your plan and follow up on a consistent basis, keeping you informed along the way.
The one thing we can be sure of in life is change. By participating in our ongoing review service you can be sure that your financial plan continues to adapt as your situation changes. We also monitor the legislative and economic markets and notify you when your plan needs to be reviewed.
To find out more about how we can help you take control of your financial future click here to contact us or make an appointment.