The initial discovery meeting is complimentary and is about understanding you, your values and your priorities & goals. We look at the big picture and gauge where you need help the most.
We review, analyse and devise the most effective strategies to help you achieve your goals now and ongoing. This is where we get granular on the details on how to best grow, allocate and protect your wealth.
This is where we take the financial admin and complexity off you and put in place all the recommendations.
It's important that we continue to review, manage and adjust your plan to help you keep on track. We help manage changes that occur in your personal circumstance, legislation and financial markets.