Investwise Financial Review Process - Kitchen Table Review

At Investwise we have what we like to call a "Kitchen Table Review". This is an initial meeting with new clients who contact us where everything related to financial matters is put on the table. Whether you are a family trying to get to grips with your finances, a company director looking to maximise cash flow and retirement funding, you can benefit from talking to us.

What is involved?

Location – We have comfortable meeting rooms in our offices in the city centre looking over the River Liffey.  However, if it is more convenient, we can meet you at your home or office. The initial review process usually takes about 45mins. We can meet you outside working hours if required. With experience I have found that a comfortable room with some privacy is ideal, where there is as little distraction as possible. 

Our 5 step Financial review process.....

1. Listening

We listen to you and let you discuss your financial problems, goals and current positions. It is important that you set aside time to discuss fully whatever financial issues you have, and allow us to establish a starting position. 

2. Gathering

We gather as much information as possible on your household income and expenditure, existing Investments, Savings, Debt and Protection products. 

3. Research and Recommendation

Once we have gathered this information we are better placed to make recommendations. We always aim to look at the bigger picture, ensuring that all your financial needs are met, but also compliment each other where possible. We are independent advisors so we can assess the market to find the most competitive and most suitable solutions to your needs. 

We subscribe to research resources such as Bloomberg, Best Advice and Omnibroker, as well as trade and industry journals, to keep updated on market developments, pricing and new launches. Once we have done our research we will send you a written recommendation outlining your current position, financial goals, and where you might need some changes or additions, if any.

4. Implementation and Completion

We will assist you during all stages of implementation and application. Depending on the service level you agree on, we will take you through every step along the way to financial security and freedom. This may be the development of a complete investment portfolio, the setting up of a pension, or the application process for a mortgage or protection policy. Whatever the requirement, we will be there with you to ensure everything is set up correctly and with the minimum of fuss.

5. Ongoing Relationship Development

We take our client relationships very seriously. Once a relationship is established we agree with you a regular review schedule and ensure you are getting the service you require. It is crucial, particularly with investment and pensions, that there is regular contact and review of investments.