Our Processes

The process that we apply when dealing with clients can be broken down into six basic steps:

1. Initial Contact

Our office will arrange a time for an interview with you.

2. Fact Finding

During the interview we will get to know each other and collect all relevant data to prepare your plan.

3. Data Analysis

Based on the data collected, we will identify all the issues relevant to your financial needs.

4.Recommendation

We will present a presentation which will describe your current financial position. This will include an analysis of your needs and goals.

5. Implementation

We will give you a written presentation where we explain the different aspects and answer any of your questions you might have. We will assist you to complete all the necessary paperwork, with client signatures and approvals and lodge the applications to the relevant product providers. You will be kept updated with the progress of application.

6. Review

Arrange a review date with you.

Prepare for and conduct your financial review.