Request an appointment
Tell us about your goals.
At AM Planning, we understand every client is unique and has different goals. So, you can expect a personalised approach where the financial advice you’ll receive from us will be designed for you and based on what you want in life.
Our advice process involves 7 key steps
You’ll always have control and decide whether to stop, change or continue any of our recommendations.
An initial meeting helps you find out about us and helps us get to know you..
We’ll ask you for information so we can understand who you are and what you’re aiming to achieve..
We’ll help you clarify your goals..
We evaluate your financial situation and formulate specific recommendations which we present in the financial plan we develop for you..
We discuss our recommendations with you and ascertain how you feel about them..
Your plan can now be put into action. We begin executing the agreed actions and help you make any changes you agree to make..
If you would like us to, we can periodically review your objectives, achievements and ongoing needs..