Our Process
Introduction consultation
This is where we first establish if there is an alignment of values between us and if we can establish a trusting relationship.
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Gather data and set your financial goals
We gather data relating to your current financial situation and discuss your financial goals, aspirations and vision for your future. We discuss your succession planning and how you would like to protect your dependents and beneficiaries. We also discuss potential strategies to achieve your goals and set out a time frame.
Research and development
We assess your current financial situation, assets and liabilities, income and expenses. We will establish whether your risk factors are covered and whether you are on track for your planned retirement, and investments.
Statement of advice presentation
Your needs are unique to you. Having spent quality time understanding your needs and objectives and having analysed your situation, we will present your financial plan – your blueprint to realise your financial goals.
Implementation
Your advice and recommendations of your financial plan will be discussed, adjusted, prioritised & implemented at your discretion and with your consent.
Ongoing service review
The only constant in life is change and therefore it is vitally important to review and adapt your financial plan as your circumstances change. We will implement an agreement for your regular reviews to make sure your financial plan is aligned to your changing circumstances.
