The mechanics...

We appreciate that not every client's requirements are the same, and that in some instances we'll need to break from our usual step-by-step approach. However, the majority of new clients would typically be taken through the following process...

 

Learning more about you.

Our first meeting primarily revolves around ‘data collection’, both financial and lifestyle, and of course, getting to know each other a little better.

Once we have a clear picture of your position and a firm grasp of your financial and lifestyle objectives, we'll be able to determine whether we can measurably improve on your current approach.

As initial fact-finding meetings are exploratory by nature, there are no fees, and you are under no obligation to proceed with our services. 

 

Work begins.

Based on your written approval, we then begin the process of designing a personal financial plan, more commonly referred to as a ‘Statement of Advice’.

We go to great lengths to keep our financial plans (and all subsequent advice) as simple and succinct as possible. Ultimately, a financial plan assesses where you stand today, acknowledges where you want to be in the future, and then suggests the action required to bring your vision to life.

 As your financial blueprint, your plan will also form the basis of many investment and lifestyle decisions you'll make in the future. And if you're unsure, we'll will happily discuss any issues you may have.

 

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Plan presentation.

At our second meeting we’ll present our recommendations and provide you with the completed financial plan, taking you through your strategy from concept to implementation. This is a great opportunity to ask plenty of questions and make any necessary changes to the overarching strategy.

 

Implementation.

If you wish to proceed with some or all of our recommendations, we would then meet again to complete any necessary documentation, and clear-up any lingering issues or concerns you may have.

 

Ongoing communication.

Beyond the implementation of your strategy, we'll meet at agreed intervals to benchmark progress against your stated objectives. And in the meantime, we'll keep you informed of any relevant changes and market developments on an ongoing basis.

Most importantly, as a valued client, you should feel completely free to contact us anytime you require assistance, now matter how seemingly small or insignificant your question may be. We're here to help.

 


Don’t ever forget that a small group
of thoughtful people can change the world,
it’s the only thing that ever has.
— Aaron Sorkin