Learning about you
Our process begins by listening to you. From our discussions we develop a sound understanding of your current financial circumstances, your priorities and your expectations. Our approach to the wealth planning process helps clarify where you are today and your vision of the future.
Identifying meaningful Issues and solutions
We will lay the ground work for your comprehensive wealth management strategy by identifying issues that may need attention and possible solutions. As we develop a clear understanding of your objectives and goals we will outline a personalised process clearly focused on your needs and concerns.
Developing your Wealth Management Strategy
We will then formalize our discussions by documenting the resources you currently have at your disposal and a strategy we suggest will help you meet your goals. For your consideration, we will present a customised wealth management solution that reflects all we have learned about you.
Focusing on ideas that matter to you
Based on our understanding of your priorities, as we progress, we will continue to introduce relevant wealth management concepts –techniques used by experts that will help you meet your goals over time.
Helping you stay engaged and informed
As time passes, together we will regularly review your plan to ensure that it remains aligned with your goals and we are progressing as expected. We will also keep you informed with regular statements, our team news-letters and with online tools if you wish. As circumstances change, we will work with you to adjust your plan as needed.