The process undertaken when preparing your financial plan is a partnership with you.
No two people are alike and your goals and objectives will be unique. Therefore it is important when commencing a financial plan to view it as a partnership along a journey. The journey is one of mutual collaboration working together to achieve your goals and objectives.
The following diagram illustrates the process that we undertake together. It is an ongoing process of review and development. As your circumstances, goals and legislation change, your strategy also needs to change and be updated in order to ensure that we help you meet your ever changing needs.