Working With Us

Step 1

Initial Discussions

Our initial discussions explore how we can work together to help you achieve your goals.

Step 1

Step 2

Data Gathering

We gather data about your goals, financial situation and attitude towards investing. The scope of service to be provided is clarified and agreed in this step.

Step 2

Step 3

Strategic Review and Advice

With an understanding of your situation, we can begin to prepare advice for you in writing. This stage can involve further collaboration to clarify your circumstances, preferences and goals.

Step 3

Step 4

Implementation

Once your plan is agreed, we assist with setting up relevant accounts, investing your portfolios and ensuring a clear process is in place to monitor and manage your affairs.

Step 4

Step 5

Support & Ongoing Monitoring

We review your personal circumstances and provide reporting to ensure you are on top of your strategic planning and investments. Your personal circumstance and life stage will change over time. Through on going monitoring we work to make sure you are organised and confident.

Step 5