Advice Process
We have outlined below the steps we take to provide comprehensive financial advice.
Initial Meeting
Contact us to book in a 15-20 minute phone chat, so we can discuss what you are looking for, check if we are a good fit for you, run through our approach and investment philosophy, and give you an opportunity to ask any questions you may have.
Discovery Meeting
We offer a one hour meeting, so we can find out a bit more about you, determine your financial goals and discuss some basic strategies. To get the best out of this stage we require some homework from you prior to this meeting.
Engagement
Based on the information and discussions from the previous meetings we will outline our proposed strategies and detail the associated costs in an engagement letter.
Expanding Our Understanding
Upon engagement, we will delve deeper into your finances to ensure we have a comprehensive picture of your current position. We ask lots of questions so we are clear on your goals, and ensure we have clarity around the specific areas you are looking to address.
Strategy Development
Having gathered the appropriate data and information, we begin developing the strategies that are appropriate for you. Once draft recommendations are established, we will go through them with you to ensure they meet your goals.
Advice Presentation
We then formalise the agreed recommendations in a Statement of Advice. This document includes a summary of your position and goals, the advice recommendations, any products we recommend, and (if required) projections of your expected position over time.
Implementation
Once we hand over our advice, we don’t leave you stranded. We have a dedicated team to help implement the recommendations detailed in the Statement of Advice and answer any questions you may have.
Ongoing Advice
Once all of the recommendations are in place and your questions answered, it is important to ensure you stay focused to achieve your medium and long term financial goals. To facilitate this, we offer an Ongoing Advice service, where we provide regular reviews and monitoring of your position, to ensure you stay on track.