Our Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1

Pre-Discovery Call

Let's have a quick chat to see how we can work together to help you achieve your goals.

Step 1

Step 2

Discovery Meeting

A complimentary meeting to learn more about eachother and assess if we can add value to your affairs. We gather information about all aspects of your financial situation and take a comprehensive look at your values, objectives, and finances.

Step 2

Step 3

Wealth Management Plan

Discuss the strategy and undertake a lifelong cashflow modelling exercise to illustrate your current and proposed financial position. Address any concerns and refine the strategy accordingly.

Step 3

Step 4

Mutual Commitment Meeting

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 4

Step 5

Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 5

Step 6

Regular Progress Meeting

There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.

Step 6

Step 7

Ongoing Communication

Regular, synchronised, topical & relevant communications with a common message to keep you educated and informed.

Step 7