The first appointment
In the first appointment we gather some important preliminary information from you and explain our process. We then go away and start building a tailored financial plan for you.
That starts with understanding what type of lifestyle you want now and in the future so we can devise a financial strategy to meet your objectives and most importantly, understanding and helping to manage behaviour around money.
Give you less, rather than more, to do
We will be your financial expert to talk through big decisions
Be realistic about the path to get you to where you want to be
Design safeguards to keep you on track
Develop a sophisticated, personalised plan that’s easy to understand & implement
A thorough analysis of your current financial position
Clarity and prioritisation of your future objectives
Identification of strategies to close gap between current and future wealth
Implementation of agreed plan
Unlimited follow up from your adviser
A financial plan designed by us will show you exactly what you should and shouldn’t be doing to make your money work for you. This means you get your financial options mapped out according to what you want your current and future lifestyle to be – it’s hassle-free planning so you can get on with living knowing that your money is on track.
So that you feel 100% comfortable with the team who will be helping you meet your financial goals, we provide you with two completely free focus sessions with your adviser before you have to make any decisions.
These free appointments are our way of working out whether we can deliver you significant value, and we feel our values align.
In the first appointment we gather some important preliminary information from you and explain our process. We then go away and start building a tailored financial plan for you.
In the second appointment you receive a fully personalised financial model that shows exactly what your financial future looks like and an outline on how we can help you get to where you want to be.
At this point you can choose to walk away – you are under absolutely no obligation to continue.
To enquire about your 100% free appointment call
To find out how we might work together, call us to request a free appointment on