We believe
it is paramount to get to know you and your family and to create a financial
road map to obtain your family’s goals.
A great
financial plan is not a single transaction, it is a process, one that is tailored
individually. We remain with you once the plan is delivered and implemented to
provide ongoing guidance to ensure the plan remains current and in line with
your goals as your life changes.
Step 1 –
Discovery Call
Spend 15 minutes
with one of Professionals to discuss your situation and our services in more
detail to find out how we can help.
Step 2 –
Strategy Meeting
We meet
with you to gather data about all aspects of your financial situation, so we
take a comprehensive look at your life, finances and goals. What is most
important here is identifying the goals important to you.
Step 3 –
Financial Plan
We create a
Plan with detailed recommendations and personal advice to meet your goals.
Step 4 –
Present Advice
We spend
the time which each of your clients to discuss the Financial Plan in detail to
ensure full understanding and comfort with the advice
Step 5 –
Implementation
We set your
financial plan in action by implementing your personalised strategies.
Step 6 –
Review Plan
We offer
ongoing support packages tailored to the needs of each client to ensure your
plan remains on track with any major life changes or market factors