Our Unique Approach

Effective financial planning is a long term process. We are a financial planning firm providing long term wealth management solutions in a trusted partnership with our clients across the generations.

Our structured advice process enables us to meet the complex needs of our clients and deliver a consistently high level of service.

Step 1

The process begins with an initial meeting which we do not charge a fee for. This first meeting allows us to get an outline of your unique circumstances, financial objectives and lifestyle goals. It enables us to broadly identify your needs, your attitude toward investment risk and the compatibility with our services. After the meeting we follow up in writing with a proposal outlining how we can be of service and where we can add value together with an outline of our fees for the process.

Step 2

The second stage of the process involves meeting with you to go through a comprehensive and confidential fact-finding exercise. We work with you in compiling all the relevant information which allows us to establish a complete overview of your current financial situation and objectives.

Step 3

Once we have all the relevant information we can then start the process of analysing the data with the intention of putting together a detailed financial planning report. This is tailored to your unique circumstances and requirements. Using our expertise and professional research capability we then create unique recommendations for you.

Step 4

In the third meeting we present our findings and recommendations with a clear explanation of the rationale behind these. At this meeting we will address all of your queries or concerns, agree your plan and confirm the next steps.

Step 5

Only with your agreement will we then implement your financial plan which include the recommendations made in the initial financial planning report. The implementation process and its timeline can vary depending on the recommendations. This implementation process, including any fees involved, will be transparent and outlined in advance.

Step 6

A crucial part of the entire process is that your financial plan is monitored, reviewed and updated on a regular basis. Both individual circumstances (e.g. an addition to the family or an inheritance) and global circumstances (e.g. the tax code or financial markets) will undoubtedly change over time therefore your financial plan needs to reflect any relevant changes to ensure that you remain on target to reach your financial goals.

Our objective is to work closely with you over the long term to help ensure that you achieve your financial ambitions efficiently. Implementing the above process will greatly enhance your ability to achieve Financial Freedom.