Become A Client
Our new client process is a simple three step process that is focused on enabling you to reach your full financial potential.
Initial Meeting
This is an opportunity to understand your financial and lifestyle goals, as well as your current financial position and investment experience.
Engagement & Advice Preparation
We will provide you with an Engagement Letter setting out your current position, financial goals and objectives, the Scope of Advice to be provided, and fees payable.
We will also detail any additional information needed to enable us to complete our advice.
Upon acceptance of our engagement and receipt of additional information, we review your existing financial position and prepare the detailed financial modelling and research that forms the basis of our advice.
Advice Presentation
We will explain all of our strategy recommendations, explain if any strategy recommendations were discounted (and why), present your financial modelling and projections and answer any questions that you may have.