We encourage our advisers to follow the internationally recognised six-step process:
Establish the client-adviser relationship,
Gather data and determining your goals and expectations,
Analyse and evaluate your financial position,
Develop and present our written plan(s) customised to your specific needs,
Oversee the implementation of the plan(s), and
Monitor and review the plan(s) regularly.
Confidentiality & Disclosure We promise to never discuss or disclose any information about you to a third party without your permission. Confidentiality is the cornerstone to trust.
Fees
Any investment fees are clearly disclosed in the individual member’s Disclosure Statement. Our advisers discuss any fees you may pay openly and clearly.
Professional Bodies
PLANET Members are also members of industry recognised professional bodies. As such the Code of Ethics & Professional Conduct & Bylaws binds them. These include the requirement to keep qualifications up to date by completing at least 20 hours of continuing education a year, by attending approved training courses, economic briefings, and conferences and in ‘other’ educational activities.
Professional Indemnity Insurance
In compliance with these industry recognised professional bodies “Code of Ethics”, all members have professional indemnity insurance.
