Advisory Process

Whether you are new to investing or have significant experience, our advisory service is designed to make sure you have a clear understanding of your financial planning strategy.

Initial Meeting

Our no obligation initial discussion allows us to understand your current status and future objectives. The initial meeting is designed to obtain a clear picture of your existing financial position, quantify your needs and highlight areas of financial planning you may not have previously considered. 

Research

We review the information collated to identify and quantify your tolerance to investment risk and any shortfalls in your financial planning strategy. 

Recommendations

We provide a clear and concise advisory report tailored to your individual situation. This report acts as the agenda for a second meeting to discuss the details in more depth and answer all your questions.  

Implementation

Once you have decided on a way forward, we act as your investment adviser, providing the link between you and your account. 

Ongoing Service

We maintain regular contact with clients and meet frequently to review their portfolios. We provide free online access so clients can track the progress of their investments and make online switches.