Our specialties
1. Discovery meeting
Our process begins with a 1 hour discovery meeting. Prior to this meeting you are required to complete and return an About You Questionnaire. During the meeting we will discuss your circumstances and goals and explore how our services may assist you in achieving your goals. We will outline the cost of any advice & services to be provided. At the end of the meeting you should be in a position to assess whether to engage our services and request a formal Letter of Engagement.
2. Strategy meeting
Once the Letter of Engagement has been signed and returned, we will request further information from you and clarify your objectives. We will schedule a strategy meeting (about 90 minutes) with you before finalising the strategy and writing up our recommendations.
3. Advice Presentation Meeting
We will then meet to present our recommendations to you (about 90 minutes) and upon acceptance by you we will move to implement the recommendations.
4. Review
Once implementation is complete we will hold our first review meeting, which will be used to re-cap what we have achieved so far and all the changes that have taken place. Review meetings are scheduled annually but of course we are always available to discuss any queries or concerns you have.