HOW WE HELP > OUR PROCESS
Our team will be with you
every step of the way.
Instead of feeling worried, you will be in control, cared for and more confident in your financial future.
Our advice model provides you with the structure, perspective and accountability to make your financial dreams a reality.
In fact, we guarantee it. If after 12 months of working with us you don’t feel we have improved your situation, your advice is at our cost.
Diagnosis - The Initial Plan
Analysis of your current situation including your values, goals and our recommendations for moving forward.
STEPS
01
Discovery Meeting
Complete discovery process including financial wellbeing survey.
02
Strategy Development
Formulating to test strategy to achieve your optimal outcomes.
03
Initial Plan Meeting
Presentation of our initial advice plan.
The Ongoing Plan
Ongoing advice guidance and service to keep you accountable to living your best life.
STEPS
04
Mutual Commitment Meeting
Confirmation of commitment.
05
Follow-up Meeting
Within 3 months of implementing we review that all strategies are in place and you understand them.
06
Regular process Meetings
Review of progress and update of the ongoing plan.
