Try us out for a personalised (or Bespoke) experience.
Who We Are
Bespoke Solutions is the brand Identity under which our Financial Planning business (Squier Financial Services) and our Short-Term Insurance brokerage (Trilogy Insurance brokers) operate.
Meaning of Bespoke
The word Bespoke essentially means tailor-made or purpose-made and all that we do for our valued clients embodies the essence of treating each client according to their unique needs.
Its all about trust.
We believe in building long-term relationships with our clients anchored on high levels of advice and reciprocal trust.
What We Do
Employee Benefit Consulting
Medical Aid Analysis
Medical Aid Comparisons
How we do it
The Financial Planning Process
- 1-Establishing a professional relationship
- 2-Gathering data, including goals
- 3-Analysing your financial status
- 4-Presenting financial planning recommendations
- 5-Implementing the financial plan
- 6-Monitoring the financial planning recommendations
The financial planner should clearly explain or document the services to be provided to you and define both his/her and your responsibilities. The planner should explain fully how he/she will be paid and by whom. You and the planner should agree on how long the professional relationship should last and on how decisions will be made.
The financial planner should ask for information about your financial situation. You and the planner should mutually define your personal and financial goals, understand your time frame for results and discuss, if relevant, how you feel about risk. The financial planner should gather all the necessary documents and information before giving you the advice you need.
The financial planner should analyse your information to assess your current situation and determine what you must do to meet your goals. Depending on what services you have asked for, this could include analysing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies
The financial planner should offer financial planning recommendations that address your goals, based on the information you provide. The planner should go over the recommendations with you to help you understand them so that you can make informed decisions. The planner should also listen to your concerns and revise the recommendations as appropriate.
You and the planner should agree on how the recommendations will be carried out. The planner may carry out the recommendations or serve as your "coach," co-ordinating the whole process with you and other professionals such as attorneys or stockbrokers.
You and the planner should agree on who will monitor your progress towards your goals. If the planner is in charge of the process, he/she should report to you periodically to review your situation and adjust the recommendations, if needed, as your life changes.