The client journey

It’s always good to have an idea of what working together entails. Here’s what you can expect throughout our six-step process.

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.


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.


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.


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.