Our Practice Approach
1. DO WE FIT?
The first step is to arrange an introductory telephone call to establish how we may be able to help you and find out if we are right for each other. Should we agree there is mutual common ground, we can look to set up a no obligation meeting.
2. INTRODUCTORY/DISCOVERY MEETING
The introductory meeting is all about you. We would look to would discuss your short, medium and long term goals, values and aspirations. Ultimately we want to find out what is important to you and your family. We would also look to gain a complete understanding of your current financial position and begin to align what is required to help you achieve your goals and objectives.
At the end of this meeting, we will follow up in writing to provide an overview of our discussions, and confirm what further steps and information are required to further assist in your financial journey.
3. REVIEWING YOUR FINANCIAL PLAN
Using the information obtained from our earlier meetings along with data attained from your current providers, we will create a highly personalised and robust financial plan using the latest in cash flow modelling technology. We will analyse where you are versus where you want to be and incorporate a strategy that will enable you to achieve your chosen objectives.
Upon your acceptance to proceed with our proposal, we would then discuss the steps required to implement the plan.
4. BEING A CLIENT
Your bespoke financial plan creates the cornerstone’s of our long term working relationship, we understand that life is full of changes and is constantly evolving, our dedicated client review meeting process ensures that your plan stays relevant to you and your current circumstances.
Testimonials
