We are passionate about helping people like you manage and make the most of your money. We genuinely want you to feel in control of your money, so you can enjoy life on your terms. Here is what to expect when engaging with us:
1
Introduction Chat
Before we commence working with you and before fees are discussed, we reckon it’s a good idea to have a quick chat with one another to ensure we are a good fit.
- 45 minutes
2
Discovery Meeting
During this meeting we will deep-dive into understanding your wants and needs. We encourage you to ask many questions, and to be prepared to be questioned on the life you want to live in 5, 10, 30 years from now. We will establish how to transform your life into the life you want to live and begin working out a trajectory to getting there, putting plans in place to make this happen.
- 1 hour
3
FINANCIAL ROADMAP SESSION
This session will offer you more insight into how we can help you create the future you want for you and your family. We will show you where you are now, highlighting areas for improvement that will allow you to reach the goals you want to achieve and explain why working together will help your financial future. We will give you a comprehensive explanation of the process and plans needed for this to be actioned.
- 1 hour
4
PARTNERSHIP OUTLINE
Once you have reviewed and agreed to the service and process being offered, you will be asked to formally sign the ongoing service agreement so that we can begin your custom financial plan.
- 30 Minutes
5
ADVICE MEETING
We have been busy in the background putting together our recommendations for you. In this meeting we will illustrate our strategies that will help to get you from where you are now to where you want to be. We will lay out the steps required from both you and our team to enable this all the happen.
- 1 Hour
6
Progress Meeting
We will catch up where we last left off and continue to work out what is required to continuing to progress to your objectives.
- 30 minutes
7
ANNUAL REVIEW
It has been a year since our last full portfolio review. Let us review the last 12 months and work out what is required to continue progress towards your objectives. During this meeting we will get a complete update of your financial situation and circumstances, reflecting on the past 12 months and planning for the next year to come.
- 1 Hour
“Setting goals is the first step in turning the invisible into the visible.”