Our advice process:

We believe having robust systems and procedures enables us to provide quality financial planning advice to our clients.

Our 7 Step Advice Process ensures clients are always kept abreast of developments in their journey to create, protect and manage their wealth.

Here’s how the 7 Step Advice Process works:

1. Initial Meeting. This is where we get to know you and you get to know us. We discuss your expectations and how we provide our services to you.
2. Collect Information. We collect all the information about your current financial position including assets, liabilities, income and expenses. We’ll also discuss your financial and lifestyle goals both for now and the future.
3. Strategy Discussion. (as required). Sometimes we uncover issues requiring further discussion or we might be considering financial strategies of some complexity for your situation. In both of these instances, further consultation may be needed before we prepare our Statement of Advice.
4. Prepare Advice. We prepare our written recommendations in a document called a Statement of Advice. This document explains our recommendations and why we believe they are appropriate for your situation.
5. Present Advice. We meet to explain our recommendations to you.
6. Implement Recommendations. This is where we assist you by implementing our recommendations.
7. Review. Reviews are recommended and are conducted once every one, two, or three years. In your Statement of Advice we recommend a review frequency according to the complexity of your needs. Reviews provide an opportunity for us to meet and talk about any changes to your situation and new strategies you might like to explore.

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