During your initial meeting with us we will present our terms of business and explain how we work. If we agree to work with each other and prepare a Wealth Management Plan we will commit to a rigorous six step planning process.

01. Data Gathering

Establishing details about your assets and liabilities, income and expenditure. Understanding arrangements already in place and attitude to investment risk.

02. Goal Setting

Establishing your goals and aspirations for the short and long term. Understanding your commitment to meeting your objectives.

03. Identification of Needs

We will analyse your current position and assess any gaps in your situation. Next we will identify what needs to be done to meet your objectives.

04. Report Preparation

Our analysis and recommendations are presented in a written report. This forms the basis of a formal review at which we agree on an action plan.

05. Implementation

Effecting the plan will invariably involve new and changed arrangements. We liaise with providers and other professionals to implement the agreed plan.

06. Review and Revision

Wealth management is a long term plan that requires regular annual review. Changes in your circumstances are considered as well as fund performance.