The Financial Planning Process


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The introductory Meeting, establishing the adviser - client relationship.
Normally taking around 20-25 minutes, this will give you the opportunity to find out more about Montpelier and your adviser. Here we suggest you ask as many questions as possible to ensure your adviser is the right fit for you. Following from this, if you feel you could benefit from the services we have to offer then we can arrange a discovery meeting.

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The Discovery Meeting; finding out what's important.
This is the detailed discussion where you and your advisor will define your personal and financial objectives, understand your time frame for results and discuss, if relevant, how you feel about risk and expected return. It's important for the adviser to get all information necessary to provide the best possible advice; this could include analysing your assets, liabilities, cash flow, current insurance coverage, investments and tax strategies.

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The Financial Plan Meeting; meeting your requirements and establishing a plan.
Following the discovery meeting your adviser will compile a bespoke financial report which will detail your discussion and your goals. Very simply the 'Financial Plan Meeting' will be the chance to go over the financial report in more detail. You and your adviser should agree on how the recommendations will be carried out. Your adviser may carry out the recommendations on your behalf or, if using third party services, guide you through the process coordinating the entire procedure from start to finish. Your adviser will review the recommendations being made making sure you fully understand the details, listen to your concerns and revise the recommendations accordingly.

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Review Meetings; is everything up to date?
As a minimum your adviser will get together with you at least once a quarter to review your financial plan. This will make certain there haven't been any changes with your circumstances. If you would like more regular reviews your adviser will be more than happy to oblige.

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For enquiries, please find below our contact details

Head Office
Montpelier (Labuan) Ltd
Suite 5B, 3rd Floor
Wisma Wong Wo Lo,
Jalan Tun Mustapa
87000 Federal Territory of Labuan
Malaysia.
Tel : +(6087) 419 661
Fax : +(6087) 419 662
E-mail: enquiry@montpeliermalaysia.com
   
Kuala Lumpur Office
Suite A-13-1, 13th Floor
Menara UOA Bangsar,
5 Jalan Bangsar Utama 1,
59000 Kuala Lumpur
Malaysia.
Tel : +(603) 2302 3399
Fax : +(603) 2302 3398
E-mail: enquiry@montpeliermalaysia.com