Our financial planning process
Our first meeting is cost and obligation free, so you have nothing to lose but sleepless nights.
You or your accountant will identify that you have a need for specialised advice and will organise a meeting to introduce our services and discuss the issues to be covered.
Our expertise on financial strategies and our knowledge across a range of financial products will be put to task to find options best suited to you and your situation
We will assist you to implement solutions and work with other professionals that you have engaged in your planning
We will clarify our understanding of your world and work with you and your accountant to establish clear financial goals and objectives
We will confirm our advice with you and your accountant and walk through our recommendations to ensure that you feel confident making a decision
We'll look after your investments for an agreed timeframe and always be there for you to update your options, adjust your plans and consider the impact of new events