How we work.
Everything Arch Capital does is aimed at helping clients in the best possible way by using our expertise and industry experience.
We are passionate about changing an advice industry to one that is client first. We have always worked this way, being a fee only firm ensuring we will never have any conflicts. We are honoured to be trusted by our clients and take this fiduciary responsibility on board in everything we do.
Securing your financial success, starts with building a strong framework and philosophy.
At Arch Capital we have a thoroughly documented and rigorous investment philosophy.
We strive to take chance and luck out of the investment process so that our clients never have to worry about investment markets . We will show you how you can invest successfully without the need for guesswork.
We are confident you will be impressed with the process and the level of thought and detail into our approach.
Your 5 step client meeting process.
- 1. Discovery Meeting
- 2. Strategy & Investment meeting
- 3. Mutual Commitment meeting
- 4. Statement of Advice meeting
- 5. Regular Progress Meeting
At our initial meeting, we conduct a discovery interview. This helps us identify the challenges you face in achieving your goals and aspirations.
We examine your current situation, the goals you would like to achieve and how we can maximise the possibility of achieving those goals.
Strategy and Investment Plan Meeting.
At this meeting, we present our analysis of your current situation and our recommendations for how we can bridge the gaps in order for you to reach your goals.
This plan forms the foundation for all of our work together.
Mutual Commitment Meeting.
After reviewing your goals and circumstances we will meet and discuss some initial ideas.
Then work out whether we can add substantial value and if so, prepare a terms of engagement.
Statement of Advice Meeting.
At this meeting, we will discuss in more detail the investment plan and implementation, deciding on the long-term plan and coordinating with various advisers.
This will involve a complex coordination of:
• Estate planning
• Risk management and insurances
• Documents necessary to put your investment plan into motion.
Regular Progress Meetings.
These meetings, which we schedule at intervals convenient to you, provide us an opportunity to review any major changes in your personal or financial situation since our last meeting.
If these changes mean that we need to make adjustments to your investment plan, we do so.
We also review your overall progress toward your long-term financial goals. This meeting is also our opportunity to implement advanced planning recommendations that may be appropriate for your situation.
If required, we will review our advanced plan at our first regular progress meeting so that we can prioritise those areas of greatest importance to you and then begin to address them systematically.
Download chapter two
of our book here.
Discover the 10 reasons from Chapter Two of Nigel’s book, why you need to manage money successfully and why you need to start now.