Our client engagement process
With you every step of the way
Instead of worried, you will feel in control, cared for and more confident in your future. Our consultative process provides you with the structure, perspective and accountability to make your desired dreams a reality - ably supported by strategies delivered by the IMFG Team of specialists. In fact, we guarantee it.
Maximise your financial potential. Contact us today.
Diagnosis by a specialist
Diagnostic of your current situation, our recommendations for moving forward and details on our investigating approach.
Step 1: Discovery Meeting
Complete discovery process.
Step 2: Initial Plan Meeting
Presentation of advice plan.
Step 3: Mutual Commitment Meeting
Confirmation of commitment.
The Advanced Plan
Comprehensive evaluation of the entire range of financial needs with our recommendations for moving forward.
Step 4: 45 Day Follow-Up Meeting
Organisation of account paperwork.
Step 5: Regular Progress Meetings
Review of progress and implementation of advanced plan.
Professional Network Meeting
Our team of specialists applies its collective expertise to evaluate all aspects of your financial situation and devise appropriate solutions.
Team of carefully selected professionals, each with a high level of knowledge and skill in key financial areas.