Understand your financial goals, potential obstacles and preferences
Identify your interests, if any, in our services beyond investing
Gather documentation
Open dialogues with your accountant and lawyer, if required
Personalised financial plan
Investment Portfolio
Implementation and transition schedule
Working together briefing and reviews
Initiate the financial plan
Phase in investment recommendations
Enroll in appropriate services
Consolidate assets
Monitor progress according to plan
Adjust the plan and investments when needed
Consult with your accountant and lawyer as needed