First Step- Our first meeting with you

  • Initial Consultation – We provide you with the opportunity to learn about us and what we offer

  • Gather Information/ Identifying current Financial Position - we collect all your relevant information to establish your current financial position

  • Goal Setting– we discuss what is important to you and what you would like to achieve  

Second Step- Develop Recommendations

  • Our team will use the information gathered from you to establish your current position

  • We will conduct extensive research to identify the best strategy suitable to ensure you achieve your goals.


Third Step- Present Recommendations

  • We discuss the recommendations with you in detail and explain how this strategy will help achieve your goals.

  • We will answer any questions you may have to ensure you understand all the information provided

Fourth Step- Implement Agreed Recommendations

  • Our team will begin the process of implementing the recommended strategy.

  • Together we will ensure that you are on the right track to reaching your dreams


  • Throughout the year we will review your current situation and the strategy implemented to ensure they are still relevant to your financial objective.

  • We do conduct this, by taking you back to the First Step of the Financial Planning process