How we help

There’s a lot to consider when it comes to your financial future. That’s why we start by getting to know you. We’ll find out everything about your lifelong objectives first, rather than focusing on products and funds.

We might ask you things you think aren’t related to money at all, but it’s our way of finding out what you truly want from life, so we can match your finances to those goals.

Our 6-step financial planning process breaks it all down into manageable, achievable steps. At the end you’ll have a cohesive plan that brings your goals, dreams and ambitions together in one overarching strategy.

THE JOURNEY

1

INITIAL DISCUSSION

We will start the process off with an initial discussion; sometimes face to face or often on the phone. This conversation will enable us to get a sense of what you need and whether a Financial Adviser is the solution.

2

Getting to know you

Now that we’re up and running, we’ll start the financial planning process. This begins with an Introductory Meeting so we can understand your goals, values and what’s really important to you. We’ll ask you about the experiences that have shaped who you are today and what a successful plan looks like for you.

3

Research and Analysis

Once we have all the details from you following the Introductory Meeting, the team will analyse all the options and draw up a financial planning report that will outline the approach we believe will help you to achieve your long-term financial goals.

4

YOUR PLAN EXPLAINED

Once we have created your plan, we will meet with you and take you through it step by step. We’ll go through what we recommend and why, and make sure you are completely happy with our proposal before we implement any plans.

5

Implementation

When you have had a chance to consider our recommendations and are happy to go ahead, we will put the wheels in motion to implement the recommendations. We’re also on hand to help you complete any paperwork to make the process as straightforward and hassle-free as possible.

6

Review

Your plan is now live, but we all know that life can change, which means your goals and dreams might too. It could be a change in your employment, family, lifestyle or new Government legislation. With regular reviews in place, you can be assured that your plans will be adjusted to keep you going in the right direction.