If you work with Alan Donald & Company, you’ll discover our roadmap to deliver clear advice and ensure you know what happens every step of the way.
We often work with clients on an ongoing basis, and so the process will repeat as we complete annual reviews, ad-hoc meetings and remain in regular contact throughout the year.
Book an initial 20 min call to explain your situation and for us to understand if we will be able to work with you. This is free of charge.
This is a chance for us to get to know each other and to determine how we might be able to help you or work together. We will ask some questions about your situation and your goals, outline how we work, provide cost estimates for any advice and discuss any next steps. This is also free of charge.
This will be a meeting where we present any formal recommendation report and outline how we would implement our recommendations. We would outline all charges involved.
Once we have set up your investments as recommended we regularly review them and we undertake a detailed review meeting at least annually, however, we are usually in contact much more than this to discuss anything relevant to your investments throughout the year. You will have access to our online portal to share documents securely and see investment values updated daily. We are always available for phone calls during office hours and have meeting slots for ad-hoc meetings any time of the year.