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Build your
Life By Design.
Our 3-stage financial planning process helps you to identify what money means to you, and how you can use your money to live your best life.
Stage 1
Define
1. Getting to Know You
This is our chance to get to know more about you and what you are looking for. We want to find out what made you get in touch with us and how we can help. At this point, we will also briefly explain a bit about us and our process, as well as our fees. By the end of this, you will know whether or not we are the right fit for you.
2. Personal Discovery
Next, we do a deep dive into your immediate concerns, current situation and future plans to develop a roadmap designed to your unique needs. We want to know about you, your family, work or business, so we can align your personal goals with your money.
Stage 2
Design
At this point, we will help you gather all the necessary information required for success. Once this step is complete, we will have everything we need to build your plan.
3. Getting Organised
In our next meeting, we present your one-page financial plan to you and ensure you understand how your money can work. You will leave this meeting with clarity about what is possible, and agree a path to move forward.
4. Planning
Once the plan has been presented to you and you agree with the actions identified, we will bring the plans and strategies to reality by implementing our recommendations. At this point, you become an ongoing client!
5. Implementation & Strategy
Stage 3
Deliver
6. The Welcome
This is your opportunity to review our advice and reaffirm what we have done to date. Our aim is to provide you with peace of mind in your decisions, and get feedback on the onboarding process.
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7. Forward Planning
We feel this is where the real value of financial planning is. We meet you at least annually to discuss your financial and life plans and ensure that you are on course for success. As well as this, our team are available to discuss anything to do with your time and money, as and when required.
A guide on your financial journey.
We're not stock pickers.
Our financial planning service focusses on much more than just trying to make money. We care more about your life, your family and what you want from your time.
We don't make short-term market predictions, time the market, invest without a plan or recommend outside our investment philosophy.
We don't invest any of your money without a clear financial plan in place.
We're not order takers. We will challenge where necessary and guide you towards what we know has worked for many others.
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