Our Approach

Whatever your goal, we’ll help you reach it.
Our six-step approach gives us a holistic view of what you want to achieve.

Follow Up

01. Discovery

At the start, it’s all about getting to know each other. We want to know what drives you, where you want to go, and what’s important to you in life. Then we talk about who we are, what we believe in, and how we can help you. To make sure we develop the best plan for you, we record or film this meeting (with your permission) so we miss nothing.

02. Engagement

Now that we’ve gotten to know each other, it’s information time. We send you a questionnaire to give us a more detailed look into your life. Then together, we decide the best role for us to play in achieving your goals, as well as who else you need to make it happen. This is also where we agree on the price of our services and the value of your future.

03. Presentation

We present our plan for your financial future. We outline our discussions so far and the alternative strategies that we consider most important for you in pursuit of your dreams. We also provide a detailed cash flow projection, so you can make informed ‘trade-offs’ on decisions which affect your goals. Where it’s relevant and you agree to it, we invite relevant professionals into our discussions to provide more specialised advice.

04. Implementation

Once you’ve signed off on the plan and feel ready to begin, it’s time to implement it. You begin collaborating with the necessary professionals who can provide specialist advice and guidance for specific areas of you plan. If you need to be referred, we can pass you on to professionals we regularly work with. We only work with the best industry professionals who have the best advice for your needs.

05. Review

Annual reviews are key to keeping your plan on track. During a review, we check your progress against milestones in your game plan. We also check whether your goals and objectives are still relevant, because we know that life can take a detour or present new opportunities. We also look for any new key risks in your plan. It’s about making sure that your future is unfolding according to plan.

06. Follow Up

In our follow-ups with you, we revisit your life plan, talk about your goals, and discuss your current position. If there have been changes, we discuss our proposed strategy revisions and agree on what future action to take. We know that peace of mind is all about having the confidence to know that you are on track to achieving your lifestyle goals and how you want to live your life.

Begin the journey to financial freedom.

Speak to one of our expert financial advisers.