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Strategic Planning & Ongoing Service - Big Sky Financial Solutions

Strategic Planning & Ongoing Service



Big Sky Financial Solutions takes pride in the sound strategic advice provided to clients on an ongoing basis.

A sound strategy is a pre-requisite to successful financial planning. All investment recommendations and financial decisions should be based on the strategy adopted.

Big Sky Financial Solutions can provide advice in most areas of financial planning. Our highly qualified and experienced financial planners are all salary based employees of the business. This ensures that you receive objective strategic advice that’s appropriate for your circumstances.

Initial strategic advice

Your initial discussions with a financial planner involve an assessment of your current situation, your goals and requirements.

After a detailed analysis of your circumstances and goals, your financial planner will evaluate various strategies that could be employed to help you achieve them. The recommended strategy will be presented to you as a written document called the Statement of Advice (SoA).

Having a good plan is an important step on the road to financial security, but the relevance of the plan must be regularly reviewed in light of changing circumstances.

When we are first developing a strategy for a client, we look at their financial situation, their lifestyle, their income, their stage of life, and their goals. We also look at the overall conditions in the investment market. Obviously, all of these elements are subject to change. For that reason, we regularly review the client’s circumstances & goals and the overall strategy and make changes when needed. A financial plan should be seen as a long-term strategy, but the details are not set in concrete.


Ongoing advice

Although financial strategies and investments need to have a long term focus, it is also important to assess and evaluate them on an ongoing basis.

A change in your circumstances could mean that a particular strategy is no longer appropriate for you. This could be triggered by events like retirement, change in marital status, turning 65, passing away of a spouse, inheritance etc.

Economic, political or other events and developments can also initiate a change in strategy or investments. A plan may also be amended to better reflect a client’s evolving attitude towards investment risk or goals.

All clients are encouraged to visit their Big Sky Financial Solutions financial planner at least once every year to ensure that their strategy is consistent with their circumstances, requirements and goals. This is an essential part of planning for your future.

Ongoing personalised service is one of the corner stones of our business. We believe that continued strategic advice and service is critical to the success of any financial strategy. We encourage clients to contact us directly to discuss queries or issues.