Our process and approach

Our 6-step Process

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  1. Initial Meeting

  A free, no-obligation conversation to understand your financial goals, priorities and what matters most to you.
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  2. Discovery Meeting

  Once you're happy to proceed, we'll send you our client agreement and book your discovery meeting, allowing us to gain a deeper understanding of your goals and priorities.
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  3. Analysis

  We’ll review any investments, savings or protection you already have to see whether they still align with your goals and objectives.
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  4. Planning meeting

  We'll walk you through your tailored recommendations and cashflow modelling, demonstrating how your plan aligns with your goals. Any relevant fees and charges will be fully explained before you choose to move forward.
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  5. Implementation

  We’ll prepare your advice and all the paperwork, making everything as straightforward as possible. You’ll always have time to reflect, with no pressure from us.
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  6. Ongoing reviews

  Life changes and plans need to keep up. We’ll meet at least once a year to review your progress and discuss whether any changes may be needed to help support your goals.