The process we have developed is designed to know our client
(not just financially but also their beliefs and values) and produce
their unique financial
life plan. It is not something pulled
off some computer file, but a financial life plan that is unique
to our unique client and their circumstances.
 Step
1. MEET
We meet to ensure that we are compatible and comfortable working
together as a team to build and implement your Financial Life
Plan.
 Step
2. FINANCIAL DOCUMENTS
We arrange for you to bring all your financial documents
so that we can fully review your financial situation and
provide you with the best possible financial life planning
advice.
 Step
3. W.I.A.L.T.U.
If we are going to prepare a financial plan for you that meets
your life goals, we must understand and know our client and their
values. The process we use we call "W.I.A.L.T.U." -
What's Important About Life To You! Once we have ascertained
what is important to you then we can move to the next stage,
your goals.
 Step
4. GOALS
Review and integrate your life and financial goals.
 Step
5. OBSTACLES / RISKS
Ascertain the risks and obstacles that could stop you achieving
your Financial Life Plan. And then be SMART about them - The
SMART process is where we help you to Seek out the obstacles,
and then either Minimise, Avoid, Retain or Transfer them.
 Step
6. CHOICES
Present you with the options for implementing your Financial Life
Plan.
 Step
7. FINANCIAL LIFE PLAN
Prepare and present YOUR Financial Life Plan.
 Step
8. IMPLEMENT PLAN
Implement YOUR Financial Life Plan.
 Step
9. REVIEW
Review YOUR Financial Life Plan at least annually.
 Step 10. ADJUSTMENT
Adjust YOUR Financial Life Plan for new circumstances as they arise.
At Optimum LifeFocus, you will be dealing with professional
financial life planners who will listen to your wants, analyse
your needs and assist you to develop your own personalised
financial life plan, which will allow you to live the quality
life you choose with financial peace of mind.
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