The client journey
01.Initial meeting
The start of the journey is all about getting to know you – and you us! It’s our chance to understand how we can help you, and see if we’re the right fit. This meeting is at no cost to you.
02.Discovery
Our second meeting is an in-depth discovery session where we really explore what the future looks like: what your dreams and aspirations are, where you’d like to be in five, ten, twenty years.
03.Research
Based on what we learn in the discovery meeting, we’ll do a full analysis of your current financial situation, and research the avenues to achieving your goals, along with any potential risks.
04.Presenting the plan
We’ll present to you a totally tailored, personal financial plan that’s built around your dreams and priorities. Of course, we may need to make some tweaks, so we’ll work through it together.
05.Implementation
Once you’re happy with your plan, it’s time for it to take flight! We’ll carefully guide your investments towards your goals, and take the strain of all the admin associated with the process.
06.Ongoing services
We get the best results when we work on an ongoing basis. We’ll meet at least once a year to review your plan against your situation, making any changes we need to ensure it still meets your goals.
Don't just wing your finances
We're here to help. Just get in touch via the contact form to set up a free, no obligation meeting.
