The Process

There are six steps to becoming a client:

Getting To Know You
New Frontiers Wealth Management understands that not all investors and investment managers are a good fit for each other. We want all our clients to feel comfortable with our company, services and investment philosophy prior to becoming a client. In the getting to know you phase, you and one of our advisors will discuss your overall goals and objectives and how we can help you achieve them. Where convenient we prefer to do this face-to-face, but we understand this is not always possible and can also use the telephone or email where necessary.

Data Gathering
The Data Gathering stage involves getting to know the details of your current portfolio, assets, retirement dates, children's education, health and more. We do this via a Private and Confidential Questionnaire for the purpose of developing an investment strategy that fits you best.

Proposal Stage
Once we have received, reviewed and analysed your Private and Confidential Questionnaire we will present you with an overall strategy that we believe will help you achieve your goals and long-term objectives.

Strategy Implementation
In the Strategy Implementation we will develop a tax and cost effective strategy to implement the new investment plan and will now send you an investment policy statement, a contract and the necessary account applications and transfer forms.

Account Set Up
We will open your account(s) at the custodian of your choice and will initiate any necessary account transfer. You will receive confirmations of any changes made to your account directly from your custodian.

Account Monitoring
We will track your transfer(s) to ensure accuracy and will begin implementing the new investment plan by purchasing your new funds. Your account will be continuously monitored from this point forward to ensure that it remains on target with the desired asset allocation.