Our process
1. getting to know you
We explore your current financial situation, identify where you are now and where you want to be in the future. We come up with a strategy to assist you in achieving your financial goals.
2. review & Plan
Meet with your Financial Adviser to review your Statement of Advice and provide us the authority to proceed with the advice.
3. put your plan to work
We implement the recommended strategy on your behalf. We aim to establish strong foundations and look to build on those to achieve your financial goals.
4. regular reviews
As with any plan, we keep track of how things are progressing. Regular reviews are critical to the success of your plan. Our reviews take place annually or half-yearly, depending on the complexity of your situation.
5. ongoing education
We stay in touch and make sure you are aware of any industry changes that may be relevant to your circumstances through regular newsletters, phone calls and emails.