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Our Advice Process

It's important for us to understand what's important to you. So, the first thing we do is conduct a thorough analysis of your circumstances. Once we know what you need we then use a comprehensive step-by-step approach to provide you with a clear and strategic direction. We ensure that the advice we deliver is suited to your goals and that you understand it. 

Introductory meeting

The first step in our advice process is to arrange an introductory meeting. This meeting provides the opportunity to discuss your current situation and requirements, as well as your goals for the future. We can also explore how we may be able to help you.


Commence research and modelling

Should you wish to engage our services, our work begins on reviewing and assessing alternative financial models and investment scenarios appropriate to your needs and circumstances.

Strategy meeting

At this meeting we will provide you with a high level overview of our proposed strategy and seek your feedback and input.

Strategy development

Development of the detailed strategy and recommendations and preparation of your personalised plan (Statement of Advice document).

Strategy presentation meeting

At this meeting we will present your tailored financial strategy and explain how our advice and recommendations will help you to achieve your goals and aspirations

Implementation of advice

Once you are comfortable with our advice and recommendations, the next step is to implement the detailed strategy as outlined in the Statement of Advice.

Ongoing advice and regular reviews

To ensure your financial strategy remains on track to meet your objectives (as they are subject to change over time), we will meet on a regular basis to review the performance of your investments and make any necessary adjustments that may be required

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