OUR PROCESS

Our approach is a highly personalised one, where we gain an understanding of your financial and lifestyle goals for the future as well as any concerns you may have regarding your current financial position and commitments.   This initial meeting is also an opportunity for you to get to know us, and to ask any questions you may have.

Should you wish to engage our services, we will arrange another meeting and ask you to supply us with further information that will assist us in formulating our strategies and advice.

We then prepare and present a detailed Statement of Advice document that outlines our strategies and recommendations according to your financial and lifestyle goals and objectives.

With your approval, we will then implement the strategy, and if you wish, provide you with ongoing management and review services. This ensures that your strategy remains on track and is modified, if required, should your needs or circumstances change over time.

To find out more about our process, please contact us.