Our Process

At Mackenzie Investment Strategies Ltd we know that everyone has individual needs, and situations differ from person to person. This is why we are passionate about ensuring our financial planning is bespoke to each client. To achieve this, our process is as follows:

Initial Meeting

We will hold an initial meeting with you to discuss your current situation and to hear about your medium and long term goals

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Gathering Information

We will gather and analyse your existing financial details. This will enable us to create a truly individual and integrated plan that meets your objectives

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Financial Plan

We will present you with your financial plan and discuss the contents with you further, explaining every point

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Implement Plan

Once you are happy with our recommendations, we will implement your plan

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Monitor the Plan

We will review and monitor your financial plan to ensure that it evolves to meet any changes in your circumstances and/or the investment world

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