How we do it
The advice process
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.