We believe your financial journey should be clear, confident, and tailored to your unique goals. We partner with you across five simple steps to navigate beyond the numbers.
1. Discover
We get to know you, your financial position, goals and aspirations, and we discuss how we might help you navigate your financial future. We can do this in person or online; it’s up to you.
2. Map and explore
We agree to the scope of our advice, collect your financial information, and understand how comfortable you are with different levels of investment risk and your insurance needs. We analyse the pros and cons of a range of strategies to decide on the strategy and approach that best meets your needs.
3. Agree on the course
We meet with you and discuss our advice, ensuring it meets your expectations. This is where all the paperwork is completed.
4. Set sail
This is where the magic happens. We put our advice into action and submit all the documents required to implement your plan. We will keep you in the loop regarding how this is progressing and when the advice is in place.
5. Stay on course
We will review and adjust your plan in response to life and market changes to ensure you stay on course financially.