We then need to get to know you, through what the industry terms as a ‘fact find’. Don’t worry, this is not a monumental questioning process. Unividual’s financial planners are all trained to have good levels of emotional intelligence, making them approachable. They will create an atmosphere where you feel relaxed enough to have a good conversation about how things are set up, what you aspire to achieve in life and how you currently manage the areas that put those goals at risk. Quite often, clients really enjoy this part of the process because it will actually help you realise what is really important to you and what your financial goals and objectives are.