Our Process

The first step for a successful relationship is getting to know you – your passions, goals, needs and wants. From there, we develop a customised strategy that is malleable and adapts as your life changes through both the good times, and the bad.

Step 1

Getting to know you

We meet with you, gather data about all aspects of your financial situation, understand where you are now and define where you want to go. This is an important step and as it is a comprehensive review of your whole life and finances, it can be a very eye opening event.

Step 1

Step 2

Statement of Advice (Strategy)

We then look at all of the options at our disposal, that will allow us to create a personalised strategy that is documented in a Statement of Advice that becomes your roadmap for reaching your goals.

Step 2

Step 3

Implementation

We set your strategy in motion, and you begin the journey with us to meet your goals. Some strategies will be quickly implemented and the results immediate whilst some strategies may take months or years to implement with the fruits of your labour not evident until much later in life.

Step 3

Step 4

Support

There is no 'set and forget it' here. We stay in touch and review your strategies in line with your goals because we know that the universe throws us curveballs every now and then.

Step 4