Our process is designed to free you up

So you can get on with designing your best life!

Financial planning doesn't have to be complicated.

Here's how we keep it simple:

1. Set the scene

Once you’ve had an initial chat with one of our advisors, we’ll arrange a time to meet up in person and get a clear understanding of where you are now, where you want to be and what’s most important to you when it comes to your financial future.

2. Plot the route

With a good understanding of your dreams and goals, as well as any concerns you have and what’s important to you and your family, we’ll work on creating a clear financial plan. This is the road map we’ll work on together to keep your finances on track.

3. Write the script

With the road map in place, we can begin to make specific recommendations, in line with the goals you’ve set and the outcomes you want to achieve. We’ll prepare a full and easy to understand report of all our recommendations.

4. Bring the story to life

Next we’ll meet up and go through that report with you, step by step. We’ll answer any questions and clearly explain the cost of any products we’re recommending. Once agreed, we’ll take care of all the necessary arrangements on your behalf to implement our recommendations.

5. Read the reviews

As we keep your financial house in order, our team will be on hand to provide specialist advice every step of the way. With regular reviews and dedicated administrators to keep you updated, we’ll make sure you stay firmly on track to achieve all your goals.

6. Play to win

With the confidence and peace of mind that comes with knowing your finances are in safe hands and your future is secure, you can get busy doing the fun stuff – as you live the life you told us you want to live.