Managing, preserving and increasing wealth is an integral part of reaching your financial and lifestyle goals. By working in partnership with you, we strive to understand your goals for current and future generations.
Our Advice Process
Financial planning is the process that allos you to understand the journey of establishing where you are today and to nvigate your future lifestyle.
Our advice process is your path to achieving your individual and family goals.
Meet with you
At our initial meeting we will discuss your financial needs and lifestyle goals and determine if we can assist you.
Collect information we need from you
We will need to learn more about your personal and financial situation in order to provide you with the best possible advice.
Help identify your goals and financial position
During our advice process, we listen carefully to what you have to say to establish your current financial position and future lifestyle goals.
Consider strategies and develop recommendations
We consider several options to help you achieve your identified needs and objectives, and provide you with a document called a Statement of Advice that outlines the most appropriate strategy for you.
Discuss our recommendations with you
We take time to explain the reasons and implications for our advice with you in a clear and concise manner, to ensure you have a thorough and complete understanding of our recommendations.
Implement the agreed recommendations
If you are happy to proceed with your personal financial advice, we will manage the process of implementing our recommendations, and provide you with an end-to-end advice solution.
Help you review your objectives, financial situation and needs
To ensure our recommendations keep you on track, we agree to a reasonable time frame for our next meeting to review your current financial position. At this time we can also review our advice and strategies in relation to any changes in legislation or to your circumstances.