Our Process

First Appointment

Your first appointment with us is at our cost and will generally run for 30 minutes. So that you get the most out of this time and can assess whether the services we provide meet your needs, we will ask you to complete a questionnaire and return it to us 48 hours before your appointment. This will allow us to assess the scope of advice you require and prepare for the meeting accordingly.

Advice Preparation

We will prepare a letter of engagement that will identify the agreed scope of advice we will provide you, and confirm any information we have collected from you at our first meeting and any subsequent follow up meetings. The letter of engagement will document the scope of advice and the cost of documenting our advice. Our advice will be completed within 4 weeks of us receiving all of the information we require to provide the advice appropriate to your situation.

Ongoing Services

Generally, unless transactional in nature, your Financial Plan will require ongoing review to ensure that your strategy remains optimised for changes in legislation, market conditions and changes to your circumstances. Unless specified as part of our engagement letter, our Statement of Advice document will outline our Ongoing Service agreement appropriate to your affairs and the ongoing cost of our retention as your adviser.