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WHAT IS THE FIRST STEP?

Our first meeting is designed to determine whether you could benefit from our services. It is free and should take under an hour. At the meeting we will describe our services and discuss your primary needs. Being a boutique, our approach will not suit all clients, and in this first meeting we look for both empathy and a fit between your needs and our approach. If you wish to proceed, a quote will be given depending on the complexity of your financial position and needs. This quote will be for the provision of a "Financial Blueprint." To ensure maximum benefit from the meeting we ask you to complete a simple "Needs analysis" prior to attending.

WHO DO YOU ADVISE?

Most of our clients are executives, professionals, company directors, or private investors. Some are now retired from these professions or "winding down", however many are at the peak of their career, and hence are "time poor". They tend to place high value on organization and clarity of purpose. They are generally not "rich" but many are comfortable, or have a high income or asset base. Most plan to be or are financially independent, and they want their families/loved ones to be secure in the event of misfortune.

HOW WOULD YOU HELP ME?

By helping you achieve a better quality of life through helping you define your most important goals and values and charting a course to achieve them. This course is measured and reviewed to ensure on-going relevance. On a day to day basis we pro-actively manage or advise in their wealth accumulation and protection strategies.

WHAT IS YOUR PROCESS OF ADVICE?

Once you have agreed to proceed, our process is as follows;

IDENTIFICATION OF NEEDS

Current position

Gathering the full information we need about your current financial position and attitudes.

Goal setting

The setting and prioritization of your financial and lifestyle goals, dreams and values.

Current position

Gathering the full information we need about your current financial position and attitudes.

Financial blueprint

Financial modelling

Advisor analyses various options and sets up lifetime cash flow plan. To use framework of "5 Money Keys" to ensure all aspects addressed.

Joint design

Clients and advisor to meet to decide on alternatives, discuss preferences and likely outcomes. State of the art modeling software helps clients understand the likely impact of alternative decisions.

Financial blueprint

Advisor drafts detailed report based on joint design meeting and client goals.

IMPLEMENTATION

Implementation

Implementation timetable drafted and action plan discussed and agreed upon.

ON-TRACK REVIEW PROCESS

Yearly strategy meeting

Measure progress to plan, review needs and goals, check Money Keys.

Yearly investment meeting

If appropriate, full analysis of portfolio settings, investment markets, returns, changes and outlook.

"THERE'S ONLY ONE CORNER OF THE UNIVERSE YOU CAN BE CERTAIN OF IMPROVING AND THAT'S YOUR OWN SELF."

ALDOUS HUXLEY