Working with you
Providing support and advice on the matters that are important to you
Providing support and advice on the matters that are important to you
We offer a complimentary introductory meeting to understand your financial needs, address any questions and clarify our costs and services. If you choose to proceed, a follow-up meeting would be arranged.
Your financial planner will assess your current situation, goals and attitude to risk in order to identify and prioritise your financial planning needs.
We will research the market for optimal solutions and provide independent advice, as we are not tied to specific providers. Our recommendations, based on a diverse range of products and providers, will be outlined in a report to meet your financial planning objectives.
We will handle the final steps and documentation to implement your financial planning strategy effectively and efficiently.
Our ongoing service involves continuous support and guidance from your financial planner, including a comprehensive annual review. This allows you to update your personal circumstances and discuss any changes in your goals.