Our Process

STEP 1

INITIAL MEETING

30 – 45 minutes

Our financial advice process begins with an initial meeting: no obligations and no cost to you.

This is where we identify your needs and goals, your attitude toward investment risk and the compatibility of our services with what you’re looking to achieve.

STEP 2

RESEARCH & STRATEGY

14 days

Our team will analyse the details you’ve provided in the initial meeting.

Your adviser along with our paraplanners will then design a tailored strategy to assist you in achieving your objectives.

investment risk profile

STEP 3

STATEMENT OF ADVICE

45 minutes

We will present the strategies we have recommended based on the information you have provided and the research we have conducted.

We will educate you around these strategies so that you can make informed decisions. 

STEP 4

IMPLEMENTING THE ADVICE

15 to 45 days

Behind the scenes, our team will submit your application forms and keep you updated on the advancement. 

We will follow up on any outstanding documents and implement the advice for you.

STEP 1

INITIAL MEETING

30 – 45 minutes

Our financial advice process begins with an initial meeting: no obligations and no cost to you.

This is where we identify your needs and goals, your attitude toward investment risk and the compatibility of our services with what you’re looking to achieve.

STEP 2

RESEARCH & STRATEGY

14 days

Our team will analyse the details you’ve provided in the initial meeting.

Your adviser along with our paraplanners will then design a tailored strategy to assist you in achieving your objectives.

investment risk profile

STEP 3

STATEMENT OF ADVICE

45 minutes

We will present the strategies we have recommended based on the information you have provided and the research we have conducted.

We will educate you around these strategies so that you can make informed decisions. 

STEP 4

IMPLEMENTING THE ADVICE

15 to 45 days

Behind the scenes, our team will submit your application forms and keep you updated on the advancement. 

We will follow up on any outstanding documents and implement the advice for you.

FREE WEALTH ASSESSMENT

Please provide the following information in order to arrange a FREE consultation with one of our Licensed Financial Advisors.

A meeting can be conducted in our modern offices, via phone or video call. Let you know your availability and preferences and we will do our best to accommodate.