Because you’re unique, the financial advice you’ll receive from us will be designed for you, based on what you want in life. We’ll take a step-by-step approach to help you reach your goals.
We may make recommendations about your day-to-day money management or make suggestions to help you make the most of your financial potential. We can also take actions on your behalf if that’s what you prefer.
Our seven-step process
You’ll always have control and decide whether to stop, change or continue any of the recommendations we make. Our advice process involves seven key steps:
An initial meeting helps you find out about us and helps us get to know you.
We’ll ask you for information so we can understand who you are and what you’re aiming to achieve.
We’ll help you clarify your goals.
We evaluate your financial situation and formulate the right financial plan for you. We consider your tax, social security and estate planning needs and develop specific recommendations which we present in your financial plan.
We discuss our recommendations with you and ascertain how you feel about them.
Your plan can now be put into action. We begin executing the agreed actions and help you make any changes you agree to make.
If you would like us to, we can periodically review your objectives, achievements and ongoing needs.