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.
This is an opportunity to understand your financial and lifestyle goals, as well as your current financial position and investment experience.
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.
Implementation & Review
We will help you implement all strategy recommendations and ensure that they continue to meet your needs, are up-to-date with any legislative and economic changes, and are performing in line with expectations.