Six steps to financial freedom
Our six-step process helps you focus on the things that are important, understand how you can achieve your future goals, and allows us to implement a plan to make them happen.
Everything begins with a conversation. At this stage, we don’t need to know about your current financial arrangements. We simply get to know you, and you get to know us, and see if we can work together.
Two: Discovery meeting
Now it’s time to find out about your values, goals, key relationships, hobbies, and your thoughts on giving back. We will also discuss your current financial arrangements, anticipate any life and financial transitions along with your attitude to risk. After this meeting, we send you a strategy report outlining the key goals together with an overview of our fees.
Three: Analysis and planning meeting
Using the information you give us, we analyse your situation and future requirements, and calculate a lifetime cashflow to ensure you don’t outlive your money. We then produce various ‘What-if’ scenarios based in your values, goals and vision.
Four: Implementation meeting
We create an implementation report and an investment policy statement and explain our recommendations and investment strategy. This meeting is also for dealing with paperwork so that new accounts can be opened, and your plan can be put to work.
Five: 35 day follow-up call
You need to be comfortable with the decisions that have been made, so after 35 days, we call to discuss any concerns or issues you may have.
Six: Forward planning and review meetings
It is important that we keep you informed, and that you can talk to us about how things are going. Regular review meetings make sure that happens – though of course you can speak to us whenever you wish.