Implement planning program – 2nd Meeting

Step-3 Implement planning program – 2nd Meeting

We present your individual plan to you. This will include full details of the strategies that we are recommending. We also guide you through the implementation process of our recommendations.
As we present the plan to you, we:

  • Revisit your goals and commitments
  • Revisit the planning & investment process
  • Prepare relevant application & administration forms
  • Obtain your approval to proceed.




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