The sophistication behind a financial plan can often be underestimated and made more complex by the constantly shifting landscape. That’s why seeking professional advice is important. We offer tailored plans based on your current circumstances and life stage. Our fee-for-service means that the fees you pay are agreed in advance before any personal advice is given and you can be confident that there are no hidden fees.
Our process follows a 5 step approach that enables us to develop a plan unique to you:
Step 1: An initial meeting to discuss your broad strategy (there is no fee for this meeting).
Step 2: You are provided with a summary of our strategy meeting, and costs associated with preparing your personalised strategy paper.
Step 3: Upon your instruction, relevant research and strategic analysis is conducted. A comprehensive strategy is prepared and presented to you in the form of a carefully constructed Statement of Advice, individually tailored to suit your specific needs.
Step 4: We implement your plan according to your instructions.
Step 5: A service and advice agreement will be discussed with you and will be implemented according to your instructions. This will ensure your plan remains appropriate and continues to meet your ultimate goals.