Our Approach
We have a clear process to understand your goals, and develop appropriate recommendations in 8 clear steps below.
Client Meeting
Plan Design, Implementation and Review
1. Discovery Meeting
Identify your goals, values, ambitions, special concerns/challenges and attitude to risk
4. Recommendation Meeting
- The plan and strategy recommendations
- In-person meeting to present recommendations and discuss options
7. Six-month follow-up meeting
In person meeting to discuss:
- Initial progress
- First statements and back accounts
- Schedule first full review meeting
8. Regular review meetings
Ongoing monitoring of financial plan and strategy
2. Develop comprehensive financial plan and strategy
- Comprehensive financial plan and investment strategy
- Retirement planning
- Cash flow management and budgeting
- Tax and trust planning
- Income and family protection
- Education funding
- Business succession planning
- Charitable giving
- Estate planning
3. Develop strategy
- Determine risk tolerance
- Analyse current portfolio
- Develop strategy
- Portfolio budget & investment construction
5. Begin ongoing execution of the financial plan
- Organisation of paperwork
- Setup of accounts, investments and insurances etc
- Develop schedule for future review meetings
6. Execution of strategy
- Finalise all arrangements
- Action on the recommended strategies