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What to expect?

Research is essential, not just for your dinning and traveling plans, but for any decision you make.  We recognise that you want clarity before moving forward, which is why we provide the information you need to make the right choice.  Let us help you understand what to expect, so you can start your financial journey with confidence. 

Complimentary  Introductory Call

The first step toward advice is to have an introductory call with us.
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During this call we can discuss your situation and the advice you are seeking. In addition, it's an opportunity for you to ask us any questions you have ahead of booking a Discovery meeting with me.
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Step 1.

Complimentary  Discovery Meeting

The purpose of this one-hour meeting is to gain a good understanding of any decisions you are facing, along with your broader goals, objectives, and current situation.
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We will discuss the services we provide and the value we offer our clients.
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At the conclusion of this meeting, we will agree to whether personal advice would be beneficial for you and what the cost and scope of that advice would include.

 

Step 2.

Goals, Research and Preparing the Advice

If we agree you would benefit from personal advice and you decide to engage our services, we will prepare a personalised financial plan.
 
We conduct a deep analysis of your financial circumstances, which includes reviewing your income, expenses, financial assets and liabilities, asset allocation, and more.
 
We may have multiple meetings or phone calls during this process.
 
Our services are suited to individuals seeking ongoing advice, as it allows you to receive the maximum benefit.

 

Step 3.

The Personalised Financial Plan

We will present your financial plan, including our investment recommendations and strategies to improve your current and future financial position.

 

If you choose to proceed, we will implement the advice and work with you annually to ensure the strategy is followed, maintain accountability, and address any financial issues that arise.

 

We also understand that your circumstances will change over time, and so will our advice.

 

By engaging our services, you will: Master your Money, Master your Life

Step 4.

Let's get started!

The next step in your financial journey is choosing the right financial adviser for you. You can easily set up a complimentary phone call to get started.  Visit our teams page to find an adviser that suits your needs. 

If you prefer, we can also match you with the ideal adviser for your situation.

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