Client Advice Process

1. Getting to Know You

Your first initial meeting with us is FREE with no obligation as it is on the house. This gives us a chance to sit down to discuss your goals and aspirations, current financial situation, what keeps you up at night and any questions in general.

2. Reviewing Your Options

After our initial meeting we will review the information you have just provided and prepare a Scope of Works proposal taking into account what you want to achieve and what we believe will help you reach your financial goals.

3. Wealth Plan Strategy Meeting (Statement of Advice)

At this meeting we will go through the recommendations made in your wealth plan strategy that we have prepared for you. This will take you through your goals, strategies recommended to achieve them, how the advice is in your best interests, ways to protect your wealth and all fees associated.

4. Implementing Your Wealth Plan

We take away all the complexity regarding the financial advice process and will take care of putting the recommended strategies in place as agreed. Our goal is to make things simple for you.

5. Ongoing Review of Your Wealth Plan

We will continually review your wealth plan to ensure that you are on track to meet your goals. Your personal circumstances and the financial environment constantly change, so this review will allow us to amend and make any alterations to your plan if needed.