Over a 90 minute workshop, we’ll review your current situation, identify the gaps that stand between you and your goals, and outline what strategies might work for you. This is a high-value meeting with no obligation or pressure.

If what we’ve discussed sounds good, and you’re ready to move forward, we’ll provide a clear fee proposal based on the services we’ll deliver. There are no hidden costs. Read more about how our fees work.

We craft your personalised financial plan which details the strategies we recommend, timelines for meeting certain goals, and actions that we recommend you take. Each plan is peer-reviewed by 2 or more members of our team to ensure it’s robust, practical and aligned to your goals.

We’ll meet with you again to take you through your financial roadmap (Statement of Advice) in detail, ensuring you understand how each part supports your bigger picture. If you’d like to go ahead with our advice, you’ll complete some paperwork and officially join us. 

You’ll meet your dedicated team: your Financial Adviser, Implementation Officer and Review Officer. We stay with you every step of the way, adjusting your plan as your life evolves and answering any questions as they arise.