Our new client process is a simple three step process that is focused on enabling you to reach your full financial potential.
We will provide you with an Engagement Letter setting out your current position, financial goals and objectives, the Scope of Advice to be provided, and fees payable.
We will also detail any additional information needed to enable us to complete our advice.
Upon acceptance of our engagement and receipt of additional information, we review your existing financial position and prepare the detailed financial modelling and research that forms the basis of our advice.