The Red Dot Six-Step Process
Identify your personal needs and what's important to you
Gather relevant information on your personal circumstances
An evaluation of your individual financial circumstances
Provide advice to develop your individual plan
Reaching an agreement on how and when the plan will be implemented
Regularly monitoring your progress
At Red Dot our duty is solely to you- our client. We can help you, your family and business with expert independent financial planning and take the time to understand your needs and goals. Planning for your future and building your wealth, protecting you and your loved ones and your business, is what we do. To see how we can help, please contact us today.
We can conduct our business from a distance via Telephone, Zoom, Skype, Email, Post and in person at any of our offices or an address of your choice. Please fill in our online form and we will get back to you.