The most important part of our process is getting to know you and your goals. Our objective is to provide the best advice to help you achieve your best possible life. In our first meeting, we work to understand you, your big life goals as well as your short-term ones. We ask questions to understand your current situation and then we go away and work hard behind the scenes to provide strategies and advice to help you get there.
Our Financial Planners are supported by a team of experts, from the local Client Support Managers (who are there for you!), through to a team of advice experts who check the details and crunch the numbers. It is rigorous, tried and tested and it delivers.
The first meeting is at no obligation and that is because we want to ensure that we are a good fit for you and that we can genuinely provide value to your situation. If we don’t think our advice will work for you, we will tell you upfront.