Our Advice Process

Understanding what is important to make the right financial decisions now, will determine the life our clients lead tomorrow.

Our simple, straight forward approach is outlined below:

1. INTRODUCTION

   Identify your current financial position

   Identify your goals for the future

   Determine your investment risk profile

2. EXPLORE

   Consider various strategies to achieve your goals

   Identify the best options and create your personalised package

3. RECOMMENDATIONS

   Present detailed recommendations in a Statement of Advice (SOA) for consideration

   Discuss feedback and agree on final recommendations

4. ACTION PLAN

   Implementation of agreed recommendations

5. REVIEW

   6 or 12 monthly

   Track progress towards your goals

   Review recommendations if circumstances change