We conduct a complimentary initial assessment to gain an overall understanding of your current situation and learn about your specific financial needs, challenges and opportunities whilst allowing you the opportunity to learn about us, our processes and ask any questions.

In this step we work with you to identify and formulate your immediate, medium and long term goals and organise them in order of priority. We discuss what needs to be done now, what can wait, an estimated cost and how long will it take to achieve each goal.

After carefully examining your situation and goals, we call upon our vast experience, resources and expertise to put together a strategy map to help you achieve your goals and objectives all the while working with you closely. These solutions are then presented to you and any queries addressed.

Upon agreement of the solutions and strategy, we then proceed to implementing the financial plan all the while guiding you through each step of the process such as completing  paperwork, liaising with product providers and ensuring compliance.

After putting the plan is in place, we will keep track of the results and analyse your position on an ongoing basis. This ensures that not only does your existing strategy remains appropriate and valid but also that you can capitalise on any future opportunities.