Get to Know You.​

As with all Financial Planning it is critical that we can identify where you are in your lifecycle and develop a clear understanding of your goals and objectives.

Your initial consultation

After we have been able to identify if we can assist you we will complete what is called a Fact Find to gather some information about you so we can setup your profile and begin researching your current situation.

As in most cases nowadays this will be conducted over the phone with one of our client specialists. The benefit being that you don’t have to book a long appointment and have time off work to do this. This is most likely the reason people don’t get to planners in the first place, just too busy.


“Failure to plan your finances is the doorway to mediocre living.”
 Sujit Lalwani