The objective is to set up a business that will exclusively provide financial planning and training services. The Promoters will implement the following financial planning fulfilment processes, policies and procedures that will drive the business :

1. Gathering financial data and understanding financial position and position and financial objectives and need;

2. Identifying goals and quatifying goals and objectives such as maintaining an agreed level of investment and accesibility and flexibility maintaining clients lifestyle against rises in inflation and identifying steps to achieve goals;

3. Identifying financial issues by comparing clients financial situation with their financial goals and identify steps to achieve these goals;

4. Preparing statement of advice with goals, objectives and financial and issues in mind. Formulation of an overall strategy incorporating clients risk profile, clearly identified recommendations relating to clients goals and objectives as well as any action necessary to remedy shortfalls;

5. Implementing statements of advice assisting the clients throughout the process;

6. Reviewing and revising the financial plan which will include tracking of existing investments, reviewing progress acheived in clients financial goals and revising strategies as needed;

7. Provision of required IT;

8. development of systems and procedures to comply with various policies of the company and legislative and regulatory requirements,

9. Training of personnel

10.Compliance with industry standards.