It’s important to go into any type of wealth management plan with your eyes wide open. And it is vital that you understand the total costs and benefits of all actions recommended. Being champions of our industry we seek to build trust and work transparently from day one. And from day one we will ask the following of you:

  • Have you thought through what your goals and aspirations are? What is negotiable and what is non-negotiable?
  • Do you understand your cash flow and have you established a budget? Do we need help in this area?
  • How much are you able to borrow for a home or investment asset purchase and what will the repayments be?
  • Have you protected your most important financial asset – you? If not, do you need help in this area?
  • What does financial wellbeing and independence look like for you? When do you aspire to achieve these milestones?
  • Are you time poor and do you need help in making a start and then keeping you on track?