Our financial planning process

Our first meeting is cost and obligation free, so you have nothing to lose but sleepless nights.

Step 1

You or your accountant will identify that you have a need for specialised advice and will organise a meeting to introduce our services and discuss the issues to be covered.

Step 2

We will clarify our understanding of your world and work with you and your accountant to establish clear financial goals and objectives.

Step 3

Our expertise on financial strategies and our knowledge across a range of financial products will be put to task to find options best suited to you and your situation.

Step 4

We will confirm our advice with you and your accountant and walk through our recommendations to ensure that you feel confident making a decision.

Step 5

We will assist you to implement solutions and work with other professionals that you have engaged in your planning.

Step 6

We'll look after your investments for an agreed time-frame and always be there for you to update your options, adjust your plans and consider the impact of new events.