Our Process


Out Advice Process

Our six step advice process has been developed using the years of experience with many clients and can be defined in the following way:


This is the initial meeting where we explore your needs and goals. We ask a range of searching questions and most importantly we listen to you. We will explore what it is you are seeking to achieve, determine how comfortable you are with various risk profiles and confirm which areas of financial management you are seeking to better understand. We will clarify your current financial situation, as well as other information that will be required to make appropriate recommendations.

Depending on the level and type of advice you are seeking, the Discovery Meeting will take approximately one to one and a half hours. In most cases there is no charge for this meeting, and it is at this stage we will inform you of the fees to be charged for our advice and seek your approval to proceed to the next stage.

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