How we work with you

Whatever you want to achieve, we are here to support you every step of the way.

Our financial planning process

We’ll help you discover financial freedom in five simple steps.

Step 1.

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Understanding your story

Entrusting your finances to someone is a big step. Our initial meeting (free of charge and with no obligation) is an informal opportunity for you to get to know us, tell us about your financial and lifestyle goals, ask questions, and find out how we could help.

We’ll follow up with a brief written summary and proposal, outlining costs, to help you decide if we’re right for you.

Step 2.

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Reviewing your finances

Once we get the go-ahead, the next step is to gather information to build a complete picture of your financial situation.

We’ll ask you some more detailed questions so that we can understand exactly where your money is, how it’s doing, and the specific objectives you want to achieve. The more information we have, the better we can help you.

Step 3.

Creating your financial plan icon

Creating your financial plan

We’ll then draw our findings together, identifying the nuggets of gold you might already be sitting on, as well as the potential problem areas to address. If relevant, we’ll use our financial forecasting software so you can visualise how different choices and scenarios would play out.

After thorough research and analysis, we’ll turn these ideas into your financial plan – a written report with our recommendations – which we can discuss and adjust as you like.

Step 4.

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Making it happen

Once we have a plan you’re completely happy with, you can simply sit back and relax! We’ll take it from here, handling all the paperwork for you. We’ll put your plan into action, make sure everything’s set up properly and let you know when it’s done.

But it doesn’t stop there – we’ll continue to track your investments and keep you up to date with any significant developments through your personal, secure online portal.

Step 5.

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Growing with you

As your financial adviser, we are always just a phone call or email away. But we also recommend an annual check-in meeting. This is a chance to review how your plan is working for you and align it to any changes in legislation or your situation.

With us by your side, you can feel secure and confident that whatever life brings, your finances are helping you live it to the fullest.

Start your journey to financial freedom

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We’re here to help. If you have a question, comment or would like to arrange a chat, simply send us a message using this form and we’ll get back to you as soon as we can.