Every Wealth Forum is taken through our Advice Process. It is designed to ensure that our Advice is authentic, oriented to achieving your life goals and is built on a foundation of mutual trust and respect. There are six stages in our Advice Process and it usually spread across at least two face to face meetings. Click below to view our Advice Process.
Our Advice Process.
Our first meeting is about Discovery. We need to get to know each other. We get to know what drives you to work, to spend, to save, to borrow, to risk, to laugh and cry.
Our discovery meeting will bring up a wide range of issues and areas where our advice will be needed now or in future. Our Engagement process allows us to mutually agree on what areas we will cover with our Advice.
Our commitment is to prepare a detailed Financial Plan (Statement of Advice) which will
speak solely to you.
We will present our Financial Plan (Statement of Advice) to you and provide you with the support you need to ensure that our Strategies meet your goals and objectives.
A Financial Plan (Statement of Advice) needs to be put in place to be worthwhile.
Change is the only constant in life and a sound Financial Plan is never “set and forget”.
There is too much at stake to leave things to the winds of change and time.