What can we help you with?
“They are very professional, calm and efficient. High standard of communication with prompt follow up on actions.”
Our initial meetings are collaborative. We gather all key personal and financial information, to fully understand your individual circumstances. This initial step is the foundation of our journey together.
A solid financial plan is built around your life & financial goals. Using our goals questionnaire, we can establish your priorities and how we can tailor your plan to meet these goals.
All of our recommendations are tailored to your circumstances and attitude to risk. We establish your attitude and more importantly your capacity for risk.
Following completion of our initial steps, we take your information and begin developing a plan appropriate to your circumstances. Once developed, we present our recommendations to you and give you the opportunity to review.
Once satisfied with your recommendation, we will then begin implementation.
The most important step of all. Each year, we will proactively reach out to you to ensure the adequacy of your financial plan, to ensure the original plan stays its course and is on track to meet your goals.
