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Your first meeting with an AFSAFIN Consultant

The path to financial success starts with your initial consultation with an AFSAFIN Consultant. This is your opportunity to ask questions, talk informally about your goals and dreams and get to know how we work and the processes we follow. After all your questions have been answered to your satisfaction and you understand the value of our AFSAFIN Financial Advising Services, our Financial Data Consultant will proceed (with your approval) in gathering all the necessary information to enable a AFSAFIN Plan Writer to prepare an initial plan.

Preparing for your initial consultation

Whilst every conversation is unique and personal, you can expect to cover some general information giving you a sense of what it is you can expect from AFSAFIN and the diligent steps we take to help you to reach your goals and financial success.

It is always good to have at least a basic idea of your current financial picture and therefore we recommend that you complete the financial confidence questionnaire which would have been emailed to you prior to the meeting. If you did not receive it, request it here.

REQUEST QUESTIONNAIRE

What to expect in your first meeting

Our Financial Data Consultant will work with you to identify and prioritize your goals and dreams to get an idea of where you are and where you want to go.

To understand the big picture and see the progress you’ve already made, the consultant will need to review/collect the following important records:

  • Investment statements
  • Insurance policies
  • Pension / provident / retirement fund statements

Once your advisor has captured and collected all relevant information with a clear understanding of your financial life, a Plan Writer will proceed and use the information to create a plan which will help you to achieve your goals and reach financial success.