01
Welcome aboard
At the starting line, we’ll better understand your goals and introduce you to the different layers of our service. If you’re happy with what you’ve heard, we’ll explain the costs involved and answer any questions.
02
Laying the groundwork
Now, let’s get you from the starting line to the finish. We’ll gather all the essential information and fill in any gaps to create a complete picture of your finances. Every detail will help us build a plan that aligns with your goals.
03
Analysing your situation
At the next stage, we’ll conduct in-depth analysis and research. We’ll review your entire financial landscape, fine-tuning each element and considering what-if scenarios, to achieve your goals with confidence.
04
Presenting our strategy
We’ll present options from our detailed review and analysis, talk through the various pros and cons of each choice and consider which will be the best fit for your specific needs.
05
Bringing your plan to life
Once you’re happy to proceed with our recommendations, we’ll implement them on your behalf and set the stage for financial clarity. We’ll ease the weight off your shoulders and take responsibility for making your plans happen.
06
Keeping you on target
While you mark milestones and celebrate your wins, we’ll continue to keep momentum with our ongoing service. We’ll meet at least annually to review and update your plans and discuss any changes in external factors or your circumstances.
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