Needs-based Sales Process (NSP)

PWG Asia's Needs-based Sales ProcessAt PWG Asia, we believe in a methodical and disciplined approach to financial planning, which helps our clients make informed and sound financial decisions:

Discovery

  • Listening to key concerns & objectives
  • Discussing what financial planning can do to achieve key objectives
  • Gathering key information such as personal & employment details, financial information, objectives & priorities, risk tolerance, time horizon, etc.

Analysis & Planning

  • Accessing key information and & determining what gaps exist
  • Constructing a plan to meet key objectives

Recommendation

  • Explaining specific solutions to match key objectives
  • Implementing the plan

Monitoring & Review

  • Reviewing changes (if any) arising from personal circumstances or external developments
  • Ensuring solutions are meeting key objectives