Our initial meeting is all about getting to know you, giving us a clear picture of your current position and financial goals. This will involve a detailed discussion about why you are seeking advice, including:

  • gathering information on your current financial situation and budget;
  • what you want to achieve – identifying your goals;
  • your approach to investing – understanding your risk profile; and
  • identifying other issues which may be relevant in the context of providing you with financial services.

The information obtained will be used if you decide to proceed to the next stage, where we will prepare a financial plan specific to your circumstances. If you choose to proceed, a plan preparation fee will be discussed and agreed upon. This fee covers the time and resources required to prepare your financial plan and will vary depending on your requirements and the complexity of your plan.

DISCUSSION OF INITIAL STRATEGY

After our initial meeting, we will develop a strategy specific to you that will assist you to meet your financial and personal goals. At this meeting we will present to you our vision of how we can help you accomplish your ambition of living your ultimate lifestyle. This meeting is interactive hence the strategy developed will be tailor-made to you and help us to develop an overall strategy that you are happy with. Should you wish to proceed with the strategy presented to you, we will ask you to engage our services by completing a Terms of Engagement Letter. This outlines an agreed fee for the services we promise to offer you.

Get Started - Information Checklist