After you make your booking, we will send you a detailed financial questionnaire to establish your current financial situation. Your information is completely secure
Your information will be analysed by one of our certified financial planners, assessing your current and future financial projections.
The initial meeting will take place with your adviser who will present to you a detailed cash flow model of how you'd fare out financially in the future. Your financial goals and objectives will then be discussed and recommendations will be made.
Your adviser will create your personalised financial plan based on your discussions in the consultation and help put the steps in place to reach your goals and objectives..
In order keep up with changing circumstances, and ensure your plan continues to be relevant to you, a structured review strategy will be put in place.