A trusted adviser works with you to discover what is truly important and creates a strategy to make it happen

Financial advice is about helping you manage your money in a way that allows you to fulfil your values, achieve your goals and make your life the way you really want it to be. To create an effective plan one must answer the following questions:

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• What is truly important to you? 

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• What are your goals and how do you want to live?

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• What financial resources do you need to make your goals reality?

 

How we do it

 

• Discover (1 hour) - We'll help you conduct a comprehensive review of where you are right now financially, what's most important to you and what you would like to achieve in the future.

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• Plan (1 hour) - We'll prepare an official road map that details a step by step process for achieving the goals we set during the discovery process. This is our starting point and is used as a flexible framework that we continually adapt as your life and goals inevitably change along the way.

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• Act (as long as it takes) - We get to work on executing the plan to help you achieve your highest priority goals.

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• Progress (a lifetime) - Your circumstances will inevitably change, your goals will change and there will be periods where you lose sight of the ultimate goal. Your trusted adviser will be there to help you make the necessary changes, stay motivated and set new and more inspiring goals along your financial journey. You will meet and have consistent contact with your trusted adviser throughout each year. Our favourite illustration of why everyone needs a trusted adviser....