Step 1. Talk to us
Simply pick up the phone or send us an email and one of our experienced and professionally qualified financial advisors will work out the best time to speak with you in person.
During your initial meeting we will discuss your current financial situation. This becomes your opportunity to do a financial stocktake.
Step 2. Identify your financial goals
Once you have spoken to one of our qualified financial advisers we will determine your financial goals. You will outline your personal and business financial goals, clarifying the position you want to reach in the future and the planning process will begin.
We will prepare a statement of advice which details the strategies you need to implement to achieve your goals.
We will explain the strategies we recommend and explain all fees and charges.
We will ensure that you are completely satisfied with our recommendations and discuss any concerns.
Step 3. Design to achieve
At this stage you can see gaps between where you are and where you want to be. Once we have collected all the data we will develop the right strategy to achieve your goals.
Together we will identify your specific financial goals and provide a range of investment options suited to you.
Your Adviser will then develop a financial strategy tailored to your individual needs.
Step 4. Consider recommendations
Your Adviser will work on detailed recommendations with clear targets to help achieve your goals. We will discuss these recommendations and all the supporting documentation.
Step 5. Put your plan into action
Our approach is a personalised solution that is particular to your needs and situation.
We will only proceed if we believe we can add genuine value.
We will offer to regularly review your financial plan to ensure it remains on track and properly reflects your changing needs and circumstances.
Once satisfied with the financial recommendations. The necessary paperwork is then completed and we are ready to implement your financial plan.
We will implement the agreed strategy once you are comfortable with the recommendations.
Step 6. Review and change
Due to the ever-changing environment of financial markets, government legislations, health issues and family circumstances.
We provide ongoing service and our review program ensures that your financial plan is up to date. We will discuss any change in circumstances with you and give regular updates on your portfolio.