You will be able to make informed, confident financial decisions and gain more clarity and certainty about your financial future.
A one hour meeting at no cost, where we get to know your burning issues, personal goals and circumstances.
You get the opportunity to ask as many questions as you like.
We talk about how we work and how we may be able to assist you.
If there is a mutual sense of us being able to work together, we book an engagement meeting.
We explain how we will assist you in achieving your goals and what level of investment (time and money) will be required from yourself.
You bring all your financial statements and details.
We agree on which issues we will tackle first. This meeting takes approximately 1.5 hours.
We perform financial modelling to stress-test our assumptions and proposed strategies.
We formulate our recommendations and your personalised plan in the form of a Statement of Advice.
We highlight all the (dis)advantages, benefits and costs. We educate you so you can make an informed decision.
We organise the paperwork for you.
This is the most critical step in the advice process, as without effective and accurate implementation no changes or progress will be achieved.
We always quote fixed dollar fees before commencing a new client engagement.