Our Process

Whether you are starting out in your career or enjoying retirement, we can develop a plan to suit your financial goals and lifestyle so that you can take control of your future. We will take you through a financial planning process that is appropriate to your current situation, and one that will help you set a clear direction of where you want to go and how to get there. This means you will receive a highly practical plan, tailored to your needs and flexible enough to be modified according to your changing circumstances.

Our Financial Planning Process

1. Understanding and setting your goals

At your first appointment, we will take the time to look at your current financial situation and any issues that may be of concern to you or arise from the meeting. The first meeting is complementary.

2. Preparing your plan

We will prepare a comprehensive Statement of Advice (financial plan) that will address your current situation, financial concerns and your financial goals. It will outline our recommendations to help secure your financial future.

3. Presenting and implementing your plan

You will be invited to meet with us to review your Statement of Advice. We will take care of the implementation to make it convenient for you.

4. Reviewing your plan

As part of our commitment to you, we offer ongoing support and guidance and will regularly review and revise your financial situation. It is important that you contact us should your personal circumstances change, so amendments can be made to your financial plan if appropriate.