We have developed a structured and strategic advice process which proves very beneficial in assisting our clients maximise the value they obtain from our services.
We provide you with a copy and explanation of our Terms of Business and Data Privacy Notice and answer any of your questions.
Get To Know You
We establish your needs and objectives, personal circumstances and financial situation which helps us provide insightful tailored advice.
An important part of our investment discovery process which helps to indicate your risk tolerance and financial capacity for risk.
Based on our understanding of your requirements and priority for action, we recommend appropriate solutions.
We research and assess suitable products from the many financial institutions and product providers we deal with.
We use our knowledge of the market and relationships with product providers to identify favorable terms for you.
We provide you with an important document which sets out the reasons why the product(s) or service(s) offered or recommended is/are considered suitable, or the most suitable, for your particular needs, objectives and circumstances.
Arranging financial products can be complex and time consuming. We help to simplify this process and engage with the financial institution on your behalf.
Review & Ongoing Service
We provide relevant ongoing support, where required and based on your preferred level of interaction.