The Z group way

1

INITIAL
ENQUIRY

STEP:
Fact finding conversation to understand your needs and pain points

ACTION:
Can we make a difference and are we a good fit?

TIMEFRAME:
Ready when you are

OUTCOME:
Additional info request or introduce if we can‘t help

2

INFO
REQUEST

STEP:
Identify what we need to provide a detailed quote

ACTION:
Additional information request

TIMEFRAME:
Within 72 hours
subject to complexity

OUTCOME:
Gather necessary info to proceed

3

PROPOSAL
SENT

STEP:
Detailed proposal sent

ACTION:
Outline our services, fees and T&Cs

TIMEFRAME:
2-4 weeks

OUTCOME:
Clear, transparent proposal

4

ONBOARDING

STEP:
Client onboarding. Switching advisors is simple – just inform them and we’ll do the rest

ACTION:
KYC form and Engagement letter

TIMEFRAME:
Within 1 week

OUTCOME:
Seamless onboarding experience

5

ONGOING
REVIEW

STEP:
Review your requirements, goals, services provided and value received

ACTION:
A structured discussion about you, what you need to know and feedback on how we are performing

TIMEFRAME:
Quarterly or annually

OUTCOME:
Excellent customer service and satisfaction