We start with an initial meeting, the purpose of which is to gain an understanding of you as a person – your goals and objectives, your current stage of life, and your family situation. This meeting also allows us to explain more about the services we provide and, importantly, allows us to demonstrate whether we can add value to your situation – a critical first step in developing a sense of trust.
Once the decision to work together has been made, we will devise the strategy options available to you to help you achieve your financial and lifestyle objectives. At our next meeting(s), we will present the broad outline of these strategy options and encourage a robust discussion with you to ensure you are in an informed position to select the strategy(s) that you are most comfortable with and which represent a plan for your financial future that you can truly own.
We will then document your plan in detail and commence putting it into action.
Review and refine
To make sure you stay on track to achieve your financial and lifestyle goals, we meet regularly throughout the year to track your progress against your financial plan. During these meetings we will update you on your progress, celebrate the milestones you achieve, and where needs be, adjust your strategy as changes in your circumstances, investment markets, and/or the legislative landscape require.
