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Our Process
Simple 6 Step Process
to get You Started on Your Financial Journey
Getting to know you and your plans for the future
Our first meeting is obligation free and designed to understand your goals and objectives.
Exploring your current financial position
We start collating all the necessary information to assess your current financial and future goals, and build a future financial picture.
Preparing an individual financial plan
Our first meeting is obligation free and designed to understand your goals and objectives.
Recommendation for a secure financial future
At this stage we present our proposed strategy. We have planned the way forward to reach your goals and explain our recommendations in plain english.
Implementing a financial strategy
From our agreed recommendations we assist you to implement the plan and walk you through step-by-step the processes.
Regular reviews to ensure goals are being reached
Once all recommendations have been implemented we perform regular reviews of your financial position and continueto ensure you stay on track to achieve your goals.