Our Wealth Management System is simple, effective, transparent and structured. It is specifically designed to meet your financial needs. It’s all about better information, because better information means better conversations. Better Conversations mean better financial plans and better financial plans mean better results.
Educational Seminars give both knowledge and information to attendees in a relaxed and entertaining environment.
The Discovery Planner is completed prior to the Discovery Meeting. It clarifies your thoughts, plans and objectives for the coming years.
Client and Association Referrals are similar in content to our educational seminars but are more discreet as they are held on a one to one basis.
The Familiarisation Meeting follows on from the above. It gives us an opportunity to discover what is happening in your world, our world and THE world.
The Wealth Management Plan details the protection, development and retention of wealth through a Centralised Wealth Management Process.
The Planning Meeting is an optional meeting to discuss, review and amend your Wealth Management Plan prior to commencement of The Implementation Process
The Implementation Process is a series of meetings to implement recommendations within the Wealth Management Plan. As a Fee For Service Wealth Management firm we agree our fees prior to commencing Implementation.
The Reflection Snapshot is a series of periodic reflections that keep you informed of progress. This happens with monthly model portfolio performance updates, quarterly investment reports and annual face to face reflections. Our Financial Planning Team consistently monitors the plan in the background. Each Client has a portfolio manager as a point of contact.
The Family Client is designed as a proactive relationship with you and, where appropriate, your family. Your investments and assets are managed using the Advanced Investment Strategy. Never again will you or your family need to worry about your money.