We want you to be clear on where you want to go and the choices you would like to be able to make at various stages of your life. Lots of people don’t plan their lives out in this way, so we have a process that helps to bring some clarity.

 

Understanding where you are now, and more importantly, where you wish to be is key to us developing a strategy with you that will stand the test of time. With this in mind, the time we spend together early in our relationship is of the utmost value.

Working together

 

Complimentary first meeting

 

There is no cost or obligation for our first meeting with you. This meeting is possibly one of our most important, so we like to invest the requisite time with you. Your first appointment may take up to 1.5 hours. Prior to our meeting, we will send you our lifestyle profiler questionnaire which will help inform us before we meet about what is most important to you. We will then have a good insight into your current situation and your Lifestyle goals which we will use to model a number of options that we will discuss with you in that first meeting.

 

 

Understanding your situation

 

Through our initial meeting programme we:

 

• Establish what you are wanting to achieve, your goals and objectives.
• Your current lifestyle and circumstances.
• Review your current financial position including your savings ability.
• Identify potential options and strategies in order to meet your intended outcomes and together we agree which ones you would like us to examine further for you.

 

 

Making the most appropriate choices

 

We work through your needs and based on our initial meetings, we will prepare a number of scenarios for you to consider, each with the advantages and disadvantages.

 

We provide a full financial projection for you with each scenario, so you can clearly understand your options. Together we evaluate which choice is the most appropriate for you, given your goals and circumstances.

 

 

Keeping you up to date and informed

 

Comprehensive planning and a regular review of your financial advice is critical in this day and

age of continuous legislative change and the sustained volatility and uncertainty in economic and market conditions.

 

We also actively work with you to keep you up to date as legislation and prevailing market conditions change, to take advantage of better rates, structures or providers which help keep you ahead of the game. We touch base with you regularly, either quarterly or 6 monthly, to help you build towards optimal outcomes and have a level of comfort from your investment strategy.

 

This website contains general advice only. You need to consider with your financial planner, your investment objectives, financial situation and your particular needs prior to making an investment decision.