Our Process
From your first conversation with us through to achieving clarity, confidence and financial freedom, we partner with you at every step of your wealth journey, providing personalised guidance, strategic advice and ongoing support tailored to your unique goals.
Discovery
Wealth Management goes beyond just numbers; it's about understanding the intricacies of your financial and personal life. Our Discovery process delves into the following areas to gain an understanding of your unique situation:
Values, Goals, and Relationships: We start by exploring your values, goals, and the important relationships in your life. What drives you, your needs, and who matters most.
Financial Position and Assets: Next, we assess your financial standing, your assets, and existing plans. We examine your current income sources and consider your evolving income strategies for the future.
Financial Decision-Making: We examine your current approach to financial decisions, who you rely on for advice, and your professional advisors.
Communication and Preferences: We discuss how, when, and what type of communication you prefer. Your comfort and the value you seek from your professional relationships are important to us.
Broader Interests: We explore your hobbies and interests, along with the financial and time commitments you'd like to make toward them.
If we decide to work together, we'll conduct a comprehensive due diligence, which includes speaking with your current professional advisors and reviewing your documentation related to your wealth, risk management, and family succession planning.
Advice
After getting to know you better, we will identify the most valuable areas where we can offer advice. We collaborate with your existing professional advisers or introduce you to experts from our network to ensure comprehensive assistance.
In a series of meetings, we'll address every aspect of your financial life, including wealth preservation, enhancement, protection, and transfer. Depending on your preferences, we can also discuss charitable giving.
We will provide recommendations, answer your questions, and create a personalised strategy that aligns with your values and goals. By the end of this process, you'll have clarity and certainty about your financial affairs, empowering you to live your ideal life.
Implementation
To implement our recommendations seamlessly, we harness the power of technology to streamline the onboarding process. We collaborate with trusted third parties to ensure the correct and efficient implementation of your arrangements, whether that involves opening new accounts, investing in new opportunities, or arranging legal documentation.
Around six weeks after you agree to implement the advice, we'll reach out to you to ensure you're comfortable with your new arrangements, discuss what to expect while working with us, and address any remaining questions you may have.
Relationship
Our regular progress meetings provide an opportunity to assess your journey towards your financial goals. During these sessions, we'll not only review your wealth management plans to ensure their continued relevance and suitability in light of personal or legislative changes, but we'll also assess your investment portfolio to confirm that you're on track to achieve your most critical financial objectives. Additionally, we will work closely with your professional network to ensure the ongoing smooth implementation of your financial affairs.