Achieve your goals
Your goals, Our Solutions, One Focus.
Our aim is to provide great advice, through our experts and product solutions, to help you reach your goals.
The Steps we take towards you achieving your goals
Step 1: We begin by understanding your goals
We aim to develop a lifelong relationship with you. It all starts with taking the time to get to know you. In your initial meeting, transparency and honesty is key to setting the foundation s of a successful relationship. We will ask about things like your goals and your current financial status so our advice is tailored to suit your financial and lifestyle goals.
Step 2: We then tailor a strategy
We understand your unique wants and needs. That's why our experienced Financial Advisers take the time to work with you to discuss the options and investment strategies that will best meet your needs. This enables your Financial Adviser to create a plan tailored specifically for you.
Step 3: We present you with our recommendations
From here, we prepare a Statement of Advice (SoA) for you to review at our next meeting. This outlines everything we have come to learn about you and your goals and expectations. The SoA also explains our recommendations and sets out how your Financial Adviser will put your strategy into action. This is an opportunity for you to discuss the strategy in detail, to make sure you understand.
Step 4: We take action
We want you to achieve what's important to you. So, with your permission, we get things moving and begin to implement your advice in real time. It's time for you to sit back and relax! understand it clearly and are comfortable to proceed on the path to your goals.
Step 5: We work together to review and adjust
Our insightful and experienced Financial Advisers understand that personal and financial circumstances can change over time. That's why we work together with you in an ongoing review process that enables us to track the progress of your advice every 6 to 12 months and update or review your plan with you as required.
