We can create your success roadmap
The Blueprint
Welcome to Eclipse Advisory!
The Blueprint is Eclipse Advisory’s way of following a structured process to provide financial advice to clients. By following this approach, we ensure that our clients receive comprehensive and effective financial advice to achieve their goals.
Discovery & Planning
Initial Consultation
Our aim is to understand your financial goals. Our team will setup a meeting with you through online or in person. In this meeting, we will discuss your investment preferences and risk tolerance based on your financial situation.
Fact Finding & Data Gathering
In the fact-finding and data-gathering process, we use Padua, a financial planning software, to collect detailed financial information needed to create a personalised financial plan for you.
Strategy Development
Based on the gathered information, we will now develop a personalised financial strategy. The result is a comprehensive financial plan that outlines recommended actions and strategies to achieve our client's financial goals.
Implementation
Implementation
Our team will assist with opening accounts, transferring funds, purchasing investments, and setting up insurance policies as per the plan.
Presentation
We will provide an SOA with detailed explanation of the financial plan, including rationale behind recommendations, potential benefits, and risks.
Review and Ongoing Support
Compliance and Documentation
At the end of the financial review, Eclipse Advisory will maintain detailed records of all advice provided, client communications, and actions taken.
Monitoring and Review
We will be conducting quarterly review meetings to assess plan performance and make adjustments. From these meetings, we will modify strategies in response to changes in market trends, legislations, and client circumstance.