Here is how we work:
- Discovery meeting
During this no-obligation meeting, we will discuss what is important to you and gain clarity around your personal and financial goals.
- Strategy Development
Having clarified your current position and where you want to be, we design a strategy to bridge the gap.
- Personal plan development
We prepare and refine the plan to achieve desired outcomes. The resulting document is our ‘Statement of Advice’ (SOA). The SOA is presented, explained and your final approval is sought.
- Plan Implementation
We don’t leave it to you to implement the plan. We coordinate the process with you including preparation and lodgement of applications and liaison with any other advisors you may have.
- Ongoing service and reviews
Your personal plan is not a ‘set and forget’ strategy. We will meet with you regularly and constantly monitor progress. We also have tailored ongoing service and review offerings.