We send you an email with our explanatory video and request financial information and seek to understand more about what your goals are for our first meeting

We book our first meeting where we can chat more about your goals, your values and any financial complexities that you may be facing (this meeting is at no cost to you).

We clarify what you hope to achieve and how our advice can help you succeed

We then provide you with an Engagement Letter outlining what we will do and the costs involved.

Before finalising our recommendations, we develop and present strategies that we believe will help to achieve your goals

We perform a significant amount of research to identify opportunities to put you in a better financial position

We present your Strategy Papers at this stage to educate you on your current position, and where we see opportunities for improvement and how to achieve your personal goals

We present you with your Personal Financial Plan(s). The plan may include strategic and/or product recommendations

We explain complex concepts in plain English

You will fully understand how our recommendations will help you achieve your goals

We implement our advice and apply the strategies that have been recommended. This includes implementing product recommendations (if any).

Whether you're seeking a one-time financial compass to set you on the right path or ongoing guidance for a continuous journey, we've got you covered

Our range of support packages ensures you receive the assistance you need to stay on track and achieve your goals

Due to life stages, your goals changing and regulatory changes that may impact you along the way, it is important to ensure your plan is regularly reviewed