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Our Process

Fact Find Appointment

Personalized Financial Planning from the First Meeting

In your initial consultation, our advisor will use a comprehensive Fact Find document to understand your long-term financial goals, assess your current personal and financial situation, determine your comfort level with investment risk, and consider your ESG (Environmental, Social, and Governance) preferences.

Recommendation 

Tailored Financial Recommendations and Transparent Planning

Based on your established goals and circumstances, our advisor will craft a personalized financial plan tailored to your needs.

The plan will be presented in detail, clearly explaining all charges and the reasons behind each recommendation. You will have the opportunity to ask any questions and fully understand your financial strategy.

Reviews

Regular Reviews with your Advisor

We maintain regular communication through quarterly review meetings with your advisor. While these reviews are optional, we recommend meeting at least annually to assess your financial plan's performance and any changes in your circumstances.

You'll also receive online access to all recommended investment platforms, ensuring transparency and ease of monitoring your portfolio.

Transparent Pricing

​​​​We are committed to never recommend products that pay us commission.

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Our only source of income is our clients, allowing us to focus solely on their best interests.

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Setup charge: 0-2.25%

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Quarterly Management Charges: 0.24%​

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Initial Consultation and Recommendation: No Charge

Staden Financial Management offers Insurance Brokerage services to applicable jurisdictions via NFS Insurance Advisors, Agents and Sub Agents Ltd, which is regulated by the Insurance Companies Control Service (ICCS), Licence No. 5689 and is authorised to introduce business to NFS Network Financial Services Ltd, which is regulated and authorised under MiFID by the Cyprus Securities & Exchange Commission, Licence No. 328/17

 

Disclaimer: This Website is for information purposes only and should not be regarded as an invitation or inducement to engage in financial services, the information contained on this Website is not intended to be an offer to buy or sell securities.  We give no representation, warranty or guarantee as to the accuracy, correctness or completeness of such information or as to the tax or legal consequences of any related transaction.

 

Risk Warning: Any investment in financial instruments entails substantial risks, the degree of which depends on the nature of each investment and may not be suitable for all investors. The value of any investment may increase or decrease in value and investors may lose all their invested capital.

©2024 Staden Financial Management.

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