How We Work
Before any financial planning strategies can be recommended, we seek to fully understand your situation. We do this prior to and during our first meeting with you.
We will look to gather details on your personal and financial circumstances, taking into account your existing assets and resources. From there we’ll discuss your goals and aspirations as well as your attitude to risk.
What we learn from you will form the foundation for our future analysis and recommendations.
By taking the time to really get to know you and what’s important to you, we can deliver better outcomes. We think this approach not only makes sense but is often an important first step overlooked by many.
After we have gathered all of the necessary details from you, well turn our attention to analyzing this information. We use the latest analytical tools to understand the breakdown of your existing assets and how these are performing against your desired objectives.
We believe that a critical part of design is ensuring there is a match between your goals, aspirations and your attitude to risk. As part of the process we will also take into account your tax situation.
We feel that it is vitally important that this process is supported by ongoing reviews and continual assessment of our clients’ objectives.