Our Process

Our journey together is simple, yet effective. We’re here to get you there.

Step OneGetting to
know you

We gather as much information about your current situation as possible. We'll help you to clarify and articulate your financial and lifestyle goals and also assess your tolerance for risk. We'll then begin to develop your bespoke financial strategy.

Step TwoTaking A
Deep Dive

With all the information gathered we then complete further research as we explore and model the best strategic plan tailored to your situation.

Step ThreeEnsuring we’re on
the same page

We present you with your Statement of Advice – the strategies and recommendations to help you achieve your goals – walking through the pros, cons, benefits and costs. Modelled projections will highlight value as well as provide a future benchmark for achievement and comparison.

Step FourMaking Dreams
A Reality

This is where the journey really becomes tangible, putting the theory into practice. We'll get busy putting our recommendations into place ensuring each step is understood by you and is timed for optimal results.

Step FiveTouching Base

Depending on the level of ongoing service you want, we'll contact you with scheduled reviews and regular chats. We'll discuss new strategies or any changes that need to be actioned as we monitor and track the ongoing success and suitability of your financial strategy.