Client Journey
Our structured process ensures every stage is clear, compliant, and centred around your goals, giving you lasting confidence in your financial future.
Step 1
Complimentary Initial Consultation
• Understand your goals, priorities, and overall financial position
• Complete a structured and detailed fact-find to gather key information
• Explain our regulatory status and clearly outline fees and expectations
• Identify where tailored advice may support your personal objectives
• Give you space for questions and outline the next steps of the process
Step 3
Implementation
• Prepare and submit all required applications and documentation
• Coordinate with providers to set up your new financial arrangements
• Keep you informed as each product or investment is fully activated
• Issue formal confirmation once everything is live and compliant
• Begin our ongoing partnership and provide continued plan oversight
Step 2
Research & Recommendations
• Review your existing financial arrangements to assess suitability and effectiveness
• Carry out detailed research across the market aligned with your objectives
• Identify opportunities to improve structure, performance, tax efficiency, or risk alignment
• Build a personalised financial strategy tailored to your goals and circumstances
• Present clear recommendations, explaining the reasoning, benefits, and associated risks
Step 4
Ongoing Advice & Service
• Monitor your financial plan to ensure continued alignment with objectives
• Hold regular review meetings to update goals and circumstances
• Make refinements such as rebalancing or adjusting contributions
• Track legislation and market developments that may affect your plan
• Offer year-round access for guidance, support, and clear communicationt
Ready to start your journey?
Book your complimentary meeting and see how our advice can help you move forward with clarity and confidence.
Complimentary meeting with personalised advice to help you make confident financial decisions.
1 hr 30 min
Free
30 min