Our Services

We believe that anything done in haste is usually to someone’s detriment.

The Financial Planning Process...

Stage 1 Meet and Greet - "Diagnosis"

  • Analysis of your financial situation.
  • Identifying your individual goals, needs and objectives.
  • Discussing potential strategies and getting your feedback.
  • Discussing potential costs involved.

Stage 2 Getting to know each other - "Treatment"

  • Further discussion of concepts introduced in stage 1.
  • Questions and any concerns discussed.
  • Provision of full written report and recommendations.
  • Confirmation and agreement on report.

Stage 3 Acceptance and Agreement - "Full Recovery"

  • Full discussion and your acceptance of proposed recommendations.
  • Implementation of recommendations.
  • Completion and explanations of the paperwork.
  • Commencement of ongoing review.