Goals based advice

Building enduring relationships

We believe in building trusted relationships with our clients to help you achieve all the things you want in life, whatever your goals may be –  a new home, a holiday or a more comfortable retirement. We understand that your money is yours, and you’ve worked hard to earn it. Our role is to help protect, maximise and grow it to give you the freedom to live your life on your terms.

The most valuable role we play in the lives of our clients is connecting all the dots between their financial decisions and goals.

At our initial meeting, we don’t discuss advice, strategies or fees. We ask questions…and as many as we can. This is so we understand where you are now, and where you want to be. We then set about helping you achieve it.

Our process

We want to make sure you’re comfortable with your decision to seek advice. That’s why our first step is to meet with you and discuss your needs. This initial appointment comes at no cost to you. Our straightforward advice process is as follows:

  • Make an initial appointment, after which you’ll receive confirmation of the date, time and location, as well as a needs analysis guide for you to complete.
  • Complete your ‘Financial Needs Analysis’ before coming in for your appointment, it will be used for discussion during the initial appointment.
  • Attend your initial appointment where we will review your needs analysis. No financial advice is provided during this session and it does not cost you anything.
  • Once we understand your goals and requirements you will receive a written, fixed price quote for personal financial advice. This quote will cover the cost to prepare your Statement of Advice, implement all the recommendations and will detail all associated investment products costs.
Subscribe to our email newsletter to receive the latest news and updates
  • This field is for validation purposes and should be left unchanged.