12/04/2013
We are an independent financial planner and wealth manager. The process involves looking at a clients current position, assessing the options and together with the client, establishing a strategic financial plan. The key "value-add" follows by way of continued service. This is supported by a 24/7 "account aggregation" facility which provides prices and valuations on a clients portfolio through our website.
From a client’s first inquiry through to the management, support and reporting on their investments, we recognise that there is no one-size-fits-all in today’s investment marketplace. This is why the process starts with a “fact find” interview in which an individual adviser meets with a potential client and looks at where the client is today, and what they wish to achieve in the future. The process involves asking the question: 'how much will what you have today get you in terms of where you wish to be?'
