[vc_row][vc_column][karma_builder_heading animate=”animate_none” heading_text=”Our Wealth Management Process” sub_heading_text=”In our initial meeting, we’ll discuss your current financial situation, budget and discover too, answers to the following questions ” sub_heading_color=”#555555″ heading_type=”h3″ heading_style=”none”][/karma_builder_heading][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][karma_builder_features animate=”in_from_center” type=”fontawesome” icon_fontawesome=”fa fa-users” icon_color=”#dd3333″ icon_color_hover=”#dd3333″ border_width=”3px” border_color=”#1e6f92″ bg_color=”#f4f4f2″ bg_color_hover=”#f4f4f2″]

What’s important to you and your family?

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Where are you at the moment and what are your most urgent priorities?

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Where do you want to be and what would you like to achieve in the future?

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Who else do we need to consider in creating your plan?

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What other issues do we need to consider?

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What’s your current investment experience?

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We’ll offer strategies to help you meet your financial and lifestyle objectives. It may cover areas such as:” sub_heading_color=”#555555″ margin_bottom=”50px” heading_type=”h3″ heading_style=”none”][/karma_builder_heading][/vc_column][/vc_row][vc_row][vc_column width=”1/3″][karma_builder_features animate=”in_from_left” type=”fontawesome” icon_fontawesome=”fa fa-pie-chart” icon_color=”#9ccc65″ icon_color_hover=”#9ccc65″ border_width=”3px” border_color=”#cccccc” bg_color=”#ffffff” bg_color_hover=”#ffffff” icon=”fa-fire”]

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Retirement Planning

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Loans & Mortgages

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Insurance

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Investments

[/karma_builder_features][/vc_column][/vc_row][vc_row][vc_column][gap][/vc_column][/vc_row][vc_row disable_element=”yes”][vc_column][karma_builder_heading animate=”animate_none” heading_text=”Our Process” sub_heading_text=”
” sub_heading_color=”#555555″ margin_bottom=”50px” heading_type=”h3″ heading_style=”none”][/karma_builder_heading][/vc_column][/vc_row][vc_row][vc_column][cq_vc_hotspot image=”11461″ position=”35.80866807610993%|23.085106382978722%,21.381289640591966%|67.76595744680851%,62.92463002114166%|81.70212765957446%,77.773044397463%|38.40425531914894%,” circlecolor=”#ffffff”][hotspotitem]
Before any investment strategies can be recommended, we seek to fully understand your situation.

We will look to gather details on your personal and financial circumstances, taking into account your existing assets and resources.

From there, we will discuss your goals and aspirations as well as your attitude to risk. What we learn from you will form a foundation for our future analysis and recommendations.[/hotspotitem]                                                                                                                                                                                                                                                                  [hotspotitem]

We use the latest analytical tools to understand the breakdown of your existing assets and how these are performing against your set objectives.

We believe that a critical part of design is ensuring there is a match between your goals, aspirations, attitude to risk and the eventual asset allocation of your investment plan.

Once we have completed our analysis, we will design a recommended strategy based upon the most appropriate investment options.[/hotspotitem]
[hotspotitem]

We will always present our recommendations in a simple and straightforward way, either by email or hard copy, whichever format you prefer.

We will store a copy of our recommendations, supporting information and any other important documents you provide on a personal and secure website that you can revisit whenever you like.[/hotspotitem]
[hotspotitem]

As a client of Mat White Financial Services, you are supported and empowered 24 hours a day, 7 days a week.

You will be able to view your investments and track their progress against your goals on your personal website.

If you want to make any adjustments or if your personal situation changes, you can use the secure messaging system on our site to reach your adviser.

Alternatively, you can reach our team by phone or email or arrange a face to face meeting.

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[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_column_text]THE VALUE OF INVESTMENTS CAN GO DOWN AS WELL AS UP AND YOU MAY NOT GET BACK AS MUCH AS YOU PUT IN[/vc_column_text][/vc_column][/vc_row][vc_column][/vc_column]