On Purpose Implementation™

On Purpose Implementation™

Making it all happen; dealing with the paperwork and putting the structure in place.

Depending on the nature of the work we are undertaking, the conclusions drawn and the actions agreed, we will work with you on implementing your initial On Purpose Action Plan™.
This may encompass:

  • Opening various trading facilities, tax wrappers and accounts for you.
  • Preparing and submitting financial product applications.
  • Preparing and submitting legal documentation instructions.
  • Processing various paperwork and dealing with
    – Trustees
    – Administrators
    – Financial companies and other professionals on your behalf.
  • The transfer of monies from one provider to another.
  • The opening of new banking facilities.
  • The construction and establishment of your investment portfolio(s).
  • The setting up of online access facilities.
  • Undertaking additional identity checks, database management and regulatory reporting.
  • Updating Lifetime Cash Flow modelling and other software.
  • Documentation and compliance audits.

It can often take a couple of months to complete this initial On Purpose Implementation™.

Integrated Financial Planning

All of us have things that we would like to achieve in our lives, whether two, five or ten years down the line, or perhaps we may want to leave a legacy of some kind. But in order to realise these dreams, we need to be both focused and financially organised.

Wealth Management

Our team of experts will provide you with a high-level professional service, taking a holistic approach in co-ordinating all areas of financial management, planning and investment advice, to ensure your wealth is always working for you.

Testimonials

At Affinity Integrated Wealth Management we always encourage feedback from our clients as their opinions on our work are of paramount importance to us. Please take a look at our testimonials page to read some of the comments that we have received.