Ian D’Arcy, CFP™ Chartered FCSI (Financial Planning)

I help you to make wise financial decisions, follow through on financial commitments and bring order to your financial planning to achieve what is important to you.

With over 25 years of experience in financial services, I recognise the importance of building a mutually beneficial relationship. A key aspect is working alongside clients who recognise the value of investing time and effort in their financial planning to ensure peace of mind for them and their family, as life is not a ‘dress rehearsal’.

I provide a personal service based on gaining a true understanding of what is important to you. The following provides an overview of the stages I will work through with you:

• Understand your current personal situation, objectives and your desired lifestyle.
• Obtain details of what financial resources are in place.
• Compare your financial resources to your objectives to identify any areas that require attention.
• Present your financial ‘health-check’ in an interactive manner and agree any amendments with you to ensure it truly reflects your unique position and objectives.
• Discuss and agree any financial planning required to meet your desired objectives.
• Provide specific financial planning advice, which may include changes to existing arrangements and or the implementation of financial products.
• Meet on a regular basis (see below ‘Precision’ service’) to keep your planning on track as invariably there will be changes to both the plans that are in place and your circumstances and objectives.

It is important to do a ‘health-check’ on your financial position before providing any specific financial planning advice, as it enables a solid foundation on which to base any initial and ongoing advice.

Sandringham’s Precision ongoing client service cutting-edge technologies allow me to spend more time planning for your specific goals and wider financial planning requirements to help you reach your financial goals. Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen.

Please feel free to contact me if you would like to know more about the financial advice and the type of services that I can offer you and I will respond back to you at my earliest convenience.