Planning Process

It's all about Relationship

Whilst SS Invest strives to provide expert advise in a professional manner, we believe that building and maintaining a relationship is at the heart of who we are. Ability is super ceded by trust which we believe must be at centre of every interaction with us.

We follow a 6 step process in providing our service:

1. Establish Relationship

Obtain information, including objectives and constraints

2. Determine Needs

Conduct needs analysis, minimum return required, tax efficiency

3. Tailored Solution

Determine appropriate investments & financial products

4. Present Financial Plan

Explain why investments & products were chosen, confirm understanding of needs

5. Implement

Implement strategy, purchase financial products, invest monies, agree on SLA

6. Monitor / Review

Ensure timeous execution of strategy, review client objectives based on client directed frequency