Eden Court Advisory

By: Eden Court  11-11-2011

ECAS Financial Advisory Services, is a fee based financial planning and investment advisory firm specialising in wealth management, discretionary savings, retirement planning for individuals and for small business owners.We provide specialised as well as comprehensive written financial plans and integrate on-going Portfolio Management of investable funds using an array of investment products – collective investment schemes, endowments, and pre- and post retirement products.Financial PlanningWe examine the various aspects of a client's overall financial circumstance. Depending on our engagement, this may include collective investment schemes, insurance, investments, retirement planning, etc. Whenever it is applicable, this service may also include planning for education, long term care, health care, holiday, religious pilgrimages, house acquisition or to provide business capital ECAS is staffed by experienced and credentialed professionals that leverage a team approach to provide the highest levels of expertise and objectivity. ECAS is client-focused, taking a holistic approach to wealth management by focusing on investments, financial needs and constraints , retirement planning, etc.

FINANCIAL PLANNING PROCESS

Our process begins with an in-depth discussion about your personal goals and objectives. Our understanding of your unique situation assists us in creating a financial plan that addresses your personal desires, needs and values.
Our First Meeting: During our initial, no-obligation meeting we discuss your specific situation and goals.
Data Gathering and Goal Setting: The data gathering and goal setting stage involves review of the details of your current portfolio, assets, retirement dates, children's education, health and more. We accomplish this via consultation and an examination of your documents and records.
Data Analysis: Our team will carefully analyse your data, identify the strengths and the weaknesses in your present financial circumstances, and assess how they may affect your ability to achieve your financial goals.
Plan Developement: ECAS will design a set of recommended strategies tailored to your financial goals, including alternative ways of achieving those goals.
Plan Implementation: This is a critical stage and we are diligent in implementing the action items resulting from plan development.
Plan Review: ECAS will help monitor your financial plan and updates the plan on an ongoing, lifetime basis.


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