➤ 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.

➤ Fifth Step: Review

  • Throughout the year we will review your current situation and the strategy implemented to ensure they are still relevant to your financial objective.
  • We conduct this by taking you back to the First Step of our Financial Planning process.