HOW WE WORK

YOUR ROAD TO FINANCIAL INDEPENDENCE

Successful financial outcomes are achieved when we both remain committed to a rigorous and long-term financial planning approach. We have carefully developed and continually refine our approach, to ensure the very best outcomes are achieved for you.

LEARN ABOUT YOU

We learn about what is important to you, and what you want to achieve in life.

YOUR FINANCIAL BUCKET

We demonstrate the important role that financial planning will play in helping you to achieve your goals.

DATA GATHERING

We gather extensive data to develop an in-depth profile of your financial situation today.

DATA ANALYSIS

We carefully analyse all your information and develop a detailed picture of your financial future.

IDENTIFY YOUR NEEDS

We ascertain financial gaps in your life and identify your planning needs and priorities.

PRESENT THE PLAN

We discuss your plan in detail with you, make recommendations and agree a timeline for solutions.

IMPLEMENT THE PLAN

We manage all the paperwork and relationships with providers, to take the hassle away from you.

TRACK & AMEND

We agree a regular schedule of meetings, and then track and tweak your plan throughout your life.