Our Process
Our proven process helps us get to know you – your values, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Step 1
Discovery Call
A quick chat to understand why you're seeking advice and if we're the right firm to help you.
Step 1
Step 2
In-Person Meeting
A comprehensive discussion about where you're headed, in life and financially.
Step 2
Step 3
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Step 3
Step 4
Implementation
We put your financial plan into action by implementing your personalised strategies.
Step 4
Step 5
Ongoing Advice
There is no ‘set and forget’. We stay in touch and review your plan based on major life changes or market factors.
Step 5