Our 4-stage approach
It all starts with fresh thinking, clever solutions and a plan that’s right for you.
Stage 1: Discovery Meeting
We’ll provide you with a complimentary Discovery Meeting to fully understand your financial objectives and how we can support you in working towards them. We’ll gather information about your existing financial arrangements, your full personal circumstances and details of your future financial goals and aspirations.
We’ll also chat about your investment knowledge and tolerance towards investment risk. Plus, we’ll discuss the cost and levels of our services, both initially and throughout our relationship with you.
Stage 2: Behind the scenes
After the Discovery Meeting, we’ll go away and complete the following work to create a strategy for your finances:
- Contact all the providers of your existing contracts and arrangements sourcing detailed information in writing, to allow us to fully assess each of your existing arrangements.
- Where applicable, complete a full analysis of the underlying investment portfolios for your existing contracts.
- Complete a findings report outlining full details of your existing contracts including an assessment of the suitability based on your future financial goals and aspirations.
- Build a financial plan to help you achieve your aspirations.
Strategy meeting
During the Strategy Meeting, we’ll discuss the findings with you, review our strategy and make any amendments required. There is no pressure to move forward to the recommendations and implementation stage but if you’re happy to proceed, we’ll move to stage three to put everything in motion.
Stage 3: Recommendations & Implementation Meeting
During stage three, we’ll formalise our recommendations in the form of a suitability report and review this with you at your Recommendations Meeting before implementing the strategy.
We’ll handle all fund and policy administration on your behalf, provide regular updates, ensure all your documents are issued in line with your expectations and provide confirmation of all the actions taken on your behalf, so you’ll have a clear view of what’s happening.
Stage 4: The long-term plan
As part of our personal review service, we offer you regular reviews to help ensure your financial plan and strategies remain up-to-date with changes in your life, your financial position and your objectives. You don’t have to sign up to this service, but we highly recommend you do to see greater results.
Let’s talk about the costs
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Ready when you are. Let's discuss and start to achieve your goals.