Our Process

Our financial planning process involves developing strategies to help you manage your financial affairs allowing you to build and protect wealth, enjoy life and achieve financial security. Typically we use a process of setting your goals with you, and then we work out what you need to do to achieve those goals.

To many of us, the thought of visiting a financial planner might be a bit daunting – discussing your financial situation in depth and then working with the planner to develop a financial plan. Rest assured, you’ll feel comfortable meeting with one of our Financial Advisers who will walk you through the process one step at a time.

Meet with us

In this initial meeting, we’ll talk through your current situation, help you identify your financial goals and talk about your options. Our friendly, consultative approach makes all the difference.

Work on a plan

Identifying your current and future goals allows us to design the appropriate plan for you. We will then sit down with you again to run through our recommendations on how we can help you right now and into the future.

Action your plan

Once you’re happy with your financial plan we’ll help you put it into action. At this stage we start structuring your investments and insurance products, and any other related services you may require.

Performance reviews

We all know that life constantly changes and throws challenges at us. By continuing to review your situation, we can make sure your financial plan remains right for you. We will discuss the option of holding regular reviews with you, ensuring you are staying on track.