Step One – Assessment

Together with one of our advisers, we assess your current financial situation.

Step Two – Identification

Having assessed your current situation, our adviser will help you identify and discuss your financial goals and objectives.

Step Three – Strategy

Using the information gathered, our adviser will develop a strategy to help you achieve your goals and objectives.

Step Four – Presentation

Our adviser will present your strategy in the form of a Statement of Advice (SOA). This document will contain recommendations and other important information.

Step Five – Implementation

Once you are comfortable with the strategy prepared, our adviser will then help you implement the recommendations.

Step Six – Review

To ensure the recommendations remain relevant, our advisers will continually monitor and review your strategic plan.