Our Consultation Process
Our philosophy is based on a long-term client partnership so it makes sense for both you and us to make sure that we’ll work well together. Our consultation process has been developed with the benefit of many years’ experience to help us fully understand what’s most important to you and to help you discover the value of our services.
Where do you want to be?
Discovery Meeting
Discover and prioritise your goals
Gather your financial data
Statement of Goals
Clarify your life and financial goals
Where are you now?
Diagnostic Meeting
Present Diagnostic Report
Address questions
Diagnostic Report
Summary of current financial position
Quantify shortfalls
Highlight area for action
What do you need to do?
Strategy Meeting
Present Strategic Plan
Address questions
Strategic Plan
Investment Plan
Disaster Plan
Estate Plan
Implementation
Mutual Commitment Meeting
Address further questions
Confirm commitment
Complete paperwork
60-Day Meeting
Review implementation and answer questions
Sort out your paperwork
Fix date for first Progress Meeting
Monitor Progress
Regular Progress Meeting
Revisit your goals and priorities
Report on progress towards your goals
Review Wealth Management Plan
Wealth Management Plan
Comprehensive checklist and action plan for all areas of your finances