1 – UNDERSTANDING YOUR SITUATION
We will gather details on your personal and financial circumstances, taking into account your existing assets and resources. From there, we’ll discuss your goals and aspirations as well as your attitude to risk. What we learn will form the foundation of our future analysis and recommendations. By taking the time to really get to know you and whats important to you, we can deliver better outcomes. We think this approach not only makes sense, but is an often overlooked and important first step.
2- ANALYSIS AND DESIGN OF YOUR FINANCIAL PLAN
3 – PRESENTATION OF YOUR FINANCIAL PLAN
Assuming you are happy with our proposals we will implement the recommendations for you whilst also providing supporting information that may be relevant to ensure you have a thorough understanding of why we have recommended what we have, and of course being a local company we are only a phone call away at any point in the process.