OUR PROCESS
How We Help
See Our Process In Details
Getting Acquainted Call
In this quick 15-minute chat, we'll explore whether our services align with what you're looking for and answer your burning questions and concerns.
We believe in understanding before advising. This session is focused on understanding your financial goals, concerns, and situation in detail.
This meeting is pivotal.
We believe that jumping straight to solutions without fully understanding your needs and circumstances is not just unhelpful—it's irresponsible. Here, clarity is our primary goal. We aim to thoroughly comprehend your financial aspirations, concerns, and the specifics of your financial situation.
By carefully analysing your responses, we embark on a tailored journey to provide you with clear, straightforward insights. This process is not just about gathering data; it's about setting the stage for transformative advice where we begin to unlock the potential of your financial future.
By the end of this obligation free meeting, we will advise you of the cost. Once you agree either on the day or at a latter age, we will commence on formulating the most tailored advice to your circumstances.
First In-Person Meeting - Understanding your concerns and goals
We believe in understanding before advising. This session is focused on understanding your financial goals, concerns, and situation in detail.
This meeting is pivotal.
We believe that jumping straight to solutions without fully understanding your needs and circumstances is not just unhelpful—it's irresponsible. Here, clarity is our primary goal. We aim to thoroughly comprehend your financial aspirations, concerns, and the specifics of your financial situation.
By carefully analysing your responses, we embark on a tailored journey to provide you with clear, straightforward insights. This process is not just about gathering data; it's about setting the stage for transformative advice where we begin to unlock the potential of your financial future.
By the end of this obligation free meeting, we will advise you of the cost. Once you agree either on the day or at a latter age, we will commence on formulating the most tailored advice to your circumstances.
Second Meeting: Strategy Presentation and Clarification
This is where the proverbial rubber hits the road, where we turn plans into action.
In this meeting, we'll lay out our tailored advice in clear, straightforward language. You'll receive an Advice document addressing each of your goals and objectives, showing you precisely what steps to take to reach your financial targets.
This is where you will see, in dollars and cents, how our firm can improve your finances.
There's no such thing as a silly question here; we want you to feel completely informed and comfortable with the advice given. Once you're ready and have signalled your approval, we'll take care of all the paperwork and put the plan into action, ensuring a seamless transition without any heavy lifting on your part.
Once the Advice is implemented, our journey together truly begins. We're firm believers that the real value lies in the planning process itself, not just the initial plan.
We're not just overseeing your plan; we're actively guiding you through the ever-changing landscape of your financial life, including managing your investments. Expect to meet with us 1-2 times a year to refresh your plan, evaluate your progress, and fine-tune your strategy as needed.
With your plan active and our next meeting on the horizon, you can relax knowing that we're continually watching over your financial wellbeing. And remember, whether it's between scheduled meetings or a sudden query pops up, we're just a phone call or email away.
Ongoing progress review
Once the Advice is implemented, our journey together truly begins. We're firm believers that the real value lies in the planning process itself, not just the initial plan.
We're not just overseeing your plan; we're actively guiding you through the ever-changing landscape of your financial life, including managing your investments. Expect to meet with us 1-2 times a year to refresh your plan, evaluate your progress, and fine-tune your strategy as needed.
With your plan active and our next meeting on the horizon, you can relax knowing that we're continually watching over your financial wellbeing. And remember, whether it's between scheduled meetings or a sudden query pops up, we're just a phone call or email away.