We take a holistic approach to deliver the advice you need to secure your future, whether you are a retail or a wholesale investor.
Key to our approach is understanding what is most important to you and your family so we can work towards achieving those goals and objectives.
Our relationship with our clients is at the heart of what we do, and we provide clarity and transparency at every step of our investment process. The chart below outlines what you can expect through this process.
Discover
- We will develop an insight into your current financial situation.
- We will discuss where you want to be in the future and what your needs will be to achieve the life you want.
- We will determine how much investment risk you are willing to take to achieve these goals and objectives.
Strategies
- Once we understand your future goals, we build a plan with the strategies we believe will put you in the best position to achieve your objectives.
- We will present and discuss these strategies so there is a clear understanding of how these will help you achieve your goals and put you in the best position possible.
- Agree on the plan with you, making informed decisions to move forward with the strategies discussed.
Implementation
- Proceed with the administration and implementation of the agreed strategies.
- Update you on the progress of the implementation and any relevant details to the setup of the structures to execute the agreed plan.
Ongoing management
- Financial plans are moving pictures that need to be monitored and continually discussed.
- Changing personal situations and investment markets means that reviews and variations will need to be made to ensure your plan evolves to align with them.