Our five-step financial advice process
When you seek financial advice, we’ll take a step-by-step approach to help you reach your goals. Here’s what you can expect:
Step 01 - Initial meeting
Our initial meeting will allow you to find out more about us and how we can help you. We will ask you questions and begin forming a comprehensive understanding of your goals and any financial challenges you may be facing. We are transparent about all costs associated with financial advice.
Step 02 - Define your financial goals
We will help you clarify and define your goals and understand your current financial position. Together, we will agree on the main financial areas on which to focus in order to help reach your goals.
Step 03 - Your financial plan
When we are preparing your financial plan, we will consider the financial strategies most likely to help you reach your goals and give you recommendations and our financial advice in writing.
Step 04 - Your tailored financial recommendation
We will discuss our recommendations with you in detail in order for you to make the most informed financial decisions.
Step 05 - Ongoing service
If you would like us to, we can periodically review your objectives, achievements and ongoing needs.