About us

Financial planning journey

We’ll embark on this journey together

For more than a decade, we’ve helped people navigate their finances – and now, we’re here for you too. Before we get started, let’s take a moment to walk you through how the process works.

Your journey

We make the process of working with us straightforward. From the moment you enquire through to our ongoing relationship, it couldn’t be easier.

Getting to know you

Research & developing your plan

Presenting your plan

Putting your plan into place

Reviewing your needs

01 Getting to know you

The first thing we’ll do is sit down and talk about your goals and why you’ve come to us. This no-obligation meeting held at our expense is a crucial part of the process as it's where you decide whether you want to work with us..

02 Research & developing your plan

Once you confirm you're happy to proceed, we’ll begin our research and gather any additional information required. This process includes a detailed analysis of your finances, enabling us to create solutions designed specifically for you.

03 Presenting your plan

After completing our research and analysis, we’ll present our recommendations to you in detail. This includes a cashflow forecast to visualise your future.

04 Putting your plan into place

You’ll have the opportunity to take your time and fully consider our recommendations, with us on hand to answer any questions along the way. Once you’re ready, we’ll implement the agreed solutions on your behalf, freeing up your time to focus on what matters most to you.

05 Reviewing your needs

As we mentioned, we’re committed to a long-term relationship, adapting your plan as your needs evolve. We’ll meet annually to review any changes in your goals or circumstances.