How we do it

We know you’re busy, so we make our process as easy as possible to maximise your investment of time.

Typically your financial plan will involve 5 key steps and take 4 to 6 weeks depending upon the complexity of your situation.

Then we’ll follow up regularly, monitoring and reviewing your plan. Our ongoing support and guidance will help you overcome any financial challenges that may arise and recommend any adjustments needed to ensure you remain on track to meet your goals.

Step 1

15-minute Introductory Call – We’ll see if we are the right fit. We will help you clarify what is important to you and your family and what you want to be able to achieve. Book a Free 15 Minute Call.

Step 2

Fact Finding – We’ll get to know you and identify what living YOUR best life looks like. This will include a full financial ‘stock take’ of your current situation and any immediate concerns that you should deal with.

Step 3

Assessment - We’ll map out how we can help you prioritize your financial needs and create a roadmap for achieving your goals.

Step 4

Planning - We’ll present a comprehensive and personalised financial plan that considers your income, expenses, assets, liabilities, goals, risk tolerance, and investment preferences.

Step 5

Implement – If you are happy with what we present to you, we’ll implement your plan.