It’s quick and easy, with no fuss.
…we will then arrange to meet you for a free, no obligation initial consultation, following which:-
- We listen to your needs, ambitions and life goals and form a life plan to meet these.
- Establish your attitude and understanding of risk.
- Review your current plans and/or investments.
- Undertake whole of market research to identify appropriate solutions.
- Assess the potential impact of key events on your finances, we do this through cash flow modelling.
- Provide a personalised report and recommendation/s to meet with your life goals.
- Arrange a meeting to discuss the recommendations and how to quickly and simply implement them, with your agreement.
- Depending on the level of service, you may then require our full wealth management service, annual ongoing advice review as detailed in our Services page.
- Remember, our highly qualified and experienced life planners are here to help you and put you in an informed position, so you have confidence with your financial arrangements moving forward.