How we work together

① Initial complementary meeting

We get to know each other, and set your goals and objectives. We’ll review your financial position, and work towards a strategy to help you meet your short, medium and long term goals. And of course, we’ll answer any questions you might have, so you can make sure we’ve got your needs covered.

② Develop and implement a financial strategy

We develop a strategic financial and investment plan tailored to your needs. This plan is contained in a document called a Statement of Advice. It’s our job to make sure your Statement of Advice is clear and easy to understand so you can approach your financial future with confidence.

Once we’ve finalised your plan together, we put it into action. We take care of the paperwork and complexities so you can reclaim your time.

③ Review and ongoing care

We consistently monitor and review your strategy and portfolio to make sure it’s up to date, and continues to meet your goals and objectives. We are available at any time to give you the peace of mind that you have experts on hand to help you through any issues that may arise.