Our approach ensures we give you:
Clarity of direction: be fully and expertly informed. Plan and adjust your financial affairs so you know that what you are doing is best for you and why!
Peace of mind: be sure you are making the smartest financial decisions for you.
Your First Meeting is Obligation Free
Our first meeting gives you the opportunity to see how we operate and to decide if you trust us to work with you to secure your future.
We believe in creating long term relationships and these can only be built if you feel we really understand you.
Getting to Know You
The first meeting takes from 45 to 90 minutes. It enables us to better understand the issues you are facing, your goals, your specific pressure points, your milestones and what you are looking to financial advice to achieve. We look at the specific areas that drive you. We use the MFG’s “Wheel of Life pressure points” model to understand you and your drivers
Here we present our fee proposal discussing the outcomes, resources and expertise we bring to the table to deliver your personal goals. If you feel we are the right firm for you, the second meeting is where the collaborative discussion begins. We delve further into the MFG’s “Wheel of Life pressure points” model. Here we start working on what is most pressing for you.
This paper focuses on strategies based upon your personal values, your family drivers and the financial goals you want to meet in your life.
We use financial modelling as part of this process to build the strategies relevant to you.
Using the discussion paper, we develop your advice document (Statement of Advice). It’s then up to you to decide if you can do this yourself or if you would like to engage us.
Successful implementation of your plan is key to achieving your goals. We provide the discipline and expertise to ensure that your plan is implemented promptly, accurately and that all your trusted professionals are working together to achieve your important outcomes.
We have been privileged to help our clients to make the smart financial decisions necessary to achieve their goals. Our role has been to educate and empower our clients to make the right financial decisions for them.
We act as a sounding board for their thoughts.
By holding regular six-monthly meetings we apply a discipline to reviewing your financial situation that many of our clients have not previously experienced. This ensures that all opportunities and changes in legislation are applied to your situation to ensure every opportunity is taken advantage of and all threats are mitigated.
With our ongoing review, clients enjoy the peace of mind that comes with knowing that they are working with a professional firm that cares and understands them, and that they are doing everything possible to achieve their important milestones.