Advice process

01. Initial chat

20 mins via phone or Skype

An opportunity to discuss where you are now, your financial and lifestyle goals, and whether our expertise and service can significantly assist you. If we can add value, the next step is to have a strategy discussion meeting.

02. Strategy discussion

90 mins in person

We will meet to get absolute clarity on your current situation and both your future lifestyle and financial goals. Once crystal clear, we explore different options and strategies to achieve your goals. From here, you can choose to engage further with us to develop your own personalised financial plan. Your plan will be a detailed financial ‘road map’ to achieving your financial success.

03. Plan presentation

90 mins in person

We will thoroughly go through your plan explaining the why, what and how of the recommendations. We will further walk through the financial modelling and outcomes your plan achieves for your desired goals. Once you are comfortable and happy with the recommendations we can implement this for you.

04. Plan implementation

Behind the scenes

Once you have authorised us to implement your plan we will be your ‘project manager’ to start implementing the various components of your plan. We will liaise with other professionals, external parties and yourself to get your plan implemented and underway.

05. Ongoing monitoring

In person, via Skype or phone

Throughout your life your financial goals, priorities and needs will change. As well as external changes regarding legislation, economic cycles and market factors. We will be there to provide you with ongoing support and advice to keep your plan relevant with your financial and lifestyle goals.