How We Will Guide You

Step 1 - The First Interview
There is no "one size fits all" solution in financial planning so at our first interview we will talk with you about your current situation and aspirations so that we know exactly what your financial circumstances, needs and objectives are. We will also talk about your ethical priorities so that we can focus our recommendations on companies that you are comfortable about investing in.

We will ask you if you would like us to go ahead with preparing a specific financial plan for you.

Step 2 - The Plan Preparation
We will carefully prepare a realistic financial plan based on your current situation, providing recommendations on how you can best reach your financial goals. This will usually take about 10 working days from when we receive your agreement to proceed.

Step 3 - The Plan Presentation
We will meet with you again to go through your personalised plan and answer any questions you may have or make changes as required. Again, we will allow you the time to decide whether you are happy with the plan and our recommendations to assist you to achieve financial independence.

Step 4 - Implementation
When you have decide to go ahead with our recommendations, we will meet again to complete any necessary paperwork and answer any further questions you may have.

Step 5 - Review
As your financial needs, objectives and situation change, it is important that we review your financial plan to ensure that it is still capable of achieving your goals. We do this by way of a yearly review meeting (although depending on the size of your portfolio, more frequent reviews may be required)

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