Our Process
At MG Wealth we provide you with the information and advice needed to help you control your financial future.
Initial consultation
at this meeting we will discuss your expectations whilst introducing you to our services and advice process.
Information Gathering
Our first meeting will revolve around getting to know you. We will gather personal and financial information.
Identifying Your Objectives
Integral to the planning process is the identification of your needs, and attainable goals and objectives.
Preparing Financial Plan
We will present you a plan with clearly identified recommendations relating to your goals and objectives.
Implementing Plan
If you agree to proceed with us we will implement the plan as efficiently and as quickly as possible.
Reviewing Plan
Regular review of your financial goals and revising strategies if and when required.