We discover what is important and what you value in your life
We discover all your goals that require time and money to achieve
We analyse your current financial position including income, expenses, assets, and liabilities
We discuss the different strategies that can add value to your life and ultimately achieve your goals
We project the outcomes of different strategies and compare them against each other.
You can see which goals are achievable and which are not.
After comparing the strategies, you choose the one that best suits you!
The advice is completed
You check the advice
Sign the document
We action the advice
We complete the checklist
We achieve your goals
WALL OF CONFIDENCE
A financial planners job is never completed until you achieve your goals.
We constantly check your progress, monitor your results, and adapt our strategies.
We continue to strengthen your financial position over the months and year.
We build up your confidence in your financial position to achieve your goals.