Epsilon Financial Planning Consultants CC
SOMETHING ABOUTH FPC
It was over a decade ago that the Epsilon Group first recognised its need for in-house, financial planning specialists. Soon after, Epsilon Financial Planning Consultants was launched to work in conjunction with, and fill
the service gaps of its accounting and taxation affiliate, Epsilon Management Services.
Each of our clients has uniquely different needs and we know this means they require uniquely different care. At the Epsilon Group, we recognise the fundamental correlation between fully understanding our clients and the
provision of exceptional service. As such, our advisers deliver highly individualised financial planning advice, ensuring everyone receives the most relevant, comprehensive and professional attention.
Together with Epsilon Management Services, Epsilon Financial Planning Consultants continues to be a healthy, growing and innovative practice which has restructured traditional models of professional financial services. Rejecting outdated ‘one-size-fits-all’ approaches to financial planning and accounting, the Epsilon Group leads in the provision of multi-disciplinary, holistic and client-centred care.
Financial Prosperity
SERVICES
- Comprehensive Financial Planning
- Strategy Review Services
- Retirement Planning
- Estate Planning & Administration
- Tax Optimisation
- Comprehensive Budgeting
- Short-Term Insurance Solutions
- Banking & Investment Products
- Health Benefit Plans
What is Financial Planning
DATA COLLECTION |
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We discuss the client’s goals and objectives, desires for the future and current
realities. Out of this discussion and from the client’s completed data collection package, we begin to develop a
thorough understanding of each client’s short and long-term goals.
STRATEGY DISCUSSION |
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We reconfirm our understanding of the client’s goals and objectives, before moving into a discussion on strategy. At this point, we weigh and discuss the range of strategies that may be applied and will be best suited to the client’s specific circumstances. After coming to consensus, the meeting will adjourn and the adviser will begin drafting the formal financial plan.
PLAN DELIVERY & IMPLEMENTATION |
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we will present the developed plan to the client, detailing how it will meet their goals and objectives. At sign-off, we will commence the implementation phase.