ADVICE PROCESS

Banga Financial can provide financial advice through personal advice, general advice or both.

EDUCATION OR DISCOVERY MEETING

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• Education Meeting - If you are not looking for personal advice, we can provide you with general advice only. The general advice meeting is aimed at providing non-personal explanations to help you understand financial concepts.

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• Discovery Meeting - This is an opportunity for us to understand your situation, your goals and objectives. Based on this meeting, we can discuss whether you will benefit from personal advice.

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PERSONAL ADVICE

• After we have agreed that you will benefit from personal advice and you engage Banga Financial, we will provide a financial plan to achieve your goals and objectives. We can provide financial advice on a one-off basis or an ongoing basis.