- Discovery Meeting: The first meeting with our clients is key to the rest of the financial planning process. It helps us understand your financial situation and your motivation for seeking out help, which in turn will help us pick out solutions that are best suited to you.
- Need Identification: Once we have an idea of what your position is we will work with you to identify what are your financial needs, goals and requirements.
- Prioritization of Needs: When we know what your needs and requirements are, then we can prioritize them according to the time in which you would require to achieve them and the urgency of your goals and other priorities in life.
- Recommendations: After we have worked together to identify your goals and prioritise them, then we are in a position to make recommendations that will be completely tailor made for you.
Ongoing Review and Problem Solving
Meetings and Reviews
Constant Planning and Evolution