How it works

01

Getting to know you

We must understand your lifestyle as well as your hopes, fears and aspirations before we give you any advice. Likewise, it’s equally important that you get to know us, so that you can be sure our approach is right for you. The initial appointment is at our expense.

02

Your Life Roadmap

We provide you with our Life Roadmap Service, which includes a detailed evaluation of your current financial circumstances and considers what matters to you and how you’d like your future to look. From this, we produce your Life Roadmap Report, which considers all your accumulated wealth, income and financial projections based on your aspirations.

03

Implementing your plan

This is where we put our recommendations into practice. If you choose our Product Implementation service, we’ll recommend and implement the most suitable products to meet your needs, identified through our advice process. We’ll work with your chosen support to make sure the implementation sits within a cohesive tax, legal and investment strategy.

04

On track reviews

The key to successful financial planning and management is regular reviews; making sure your plan keeps up with changes in the financial and economic environment, as well as the changing needs of you and your family over time. And so, we will continue to review your plan with you to help ensure it stays on track and relevant to your needs.

We deliver lifestyle outcomes

By setting goals as to what you want to achieve out of life and defining the type of lifestyle you want to live, you can ensure your finances are in the best shape to help you get there.

We treat you as an individual because everyone’s journey is different. You will have one single point of contact, and someone will be there to hold your hand through every step. We pick up the nitty-gritty admin bits so you can focus on what’s important to you.

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