"If you fail to plan, you plan to fail."
Sometimes life comes at us 100 miles an hour and those "big picture" goals that we have take a back seat.
This is often the reason why people never achieve these goals.
For this reason, it's important to have a plan in place for how you plan to achieve your financial goals in in the years to come and how you'll reach your end goals.
At Questra, we're experts in providing a plan tailored to your needs, goals and lifestyle. Where we differentiate ourselves though is by always being your trusted financial advisers and making sure you have all the support you need to execute your plan.
We don't only believe in a better financial future - we believe in the journey to getting there.
WE HELP YOU
money through smart and strategic financial decisions.
Save
additional wealth and income streams to achieve your goals.
Create
you and your loved ones - now and for the future.
Protect
HOW IT WORKS
Financial Planning doesn't need to be difficult. We follow a simple yet effective process allows us to tailor a plan that works for you.
We throughly explain the process that we'll follow, find out your needs and make sure we can meet them. We also explain our transparent pricing. Our goal is to give you the confidence you need to take the next step.
Scope of engagement
We'll work together to identify your short and long term financial goals – this stage serves as a foundation for developing your plan.
Identifying your goals
We'll take a good look at your position – your assets, liabilities, insurance coverage and investment or tax strategies.
Assessing your financial situation
Based on your goals and financial situation, we'll recommend suitable strategies products and services. As always, we answer any questions you ay have so you have all the information to feel comfortable about making a decision.
Preparing your financial plan
Once you’re ready to go ahead, we put your financial plan into action! We also work seamlessly with specialist professionals, such as an accountant or solicitor, when needed.
Implementing your recommendations
As life changes, your financial plan might need to change with it. We regularly review your plan to ensure that it still mets your circumstances, lifestyle and financial goals.
Reviewing the plan
Strategies that work
With a wealth of experience in financial planning, there is no guesswork involved for us
Tailored to you
We understand that everyone is unique. This is why our strategies are tailored to you, your goals and your lifestyle
Accessible to everyone
We make financial planning accessible to every regardless of income and status