We’ve described what you’ll get from working with us elsewhere on our website, and you can listen to people who are enjoying the benefits today.
If you’re going to get the same benefits, you’ll probably:
- Be successful in your business or professional life, or have retired.
- Be open-minded to ideas and relish the prospect of working with your adviser to achieve your goals.
- Be a financial delegator who enjoys being fully informed but who appreciates the personal freedom that results from delegating your financial decisions to our team of subject-matter experts.
- Enjoy the simplicity that will come into your life as a result of having all of your finances in one place, handled by one advisor who you trust.
- Agree that our fees offer great value for you.
- Look forward to attending regular meetings of which at least one meeting each year will be at our offices.
We know that people who fit this profile will get great results, and we can concentrate our efforts on doing really effective work for them.
If you believe that you fit our profile, the first step is to arrange a telephone meeting with one of our Financial Planners at which we can explain the basis on which we work and your commitment when you deal with us. You'll need to have read and accepted our 'Client Agreement & Fee Agreement,' a copy of which can be downloaded here.
If it’s appropriate for you, we’ll arrange your Financial Road Map meeting at our offices for you and your spouse or partner. You’ll need to bring the financial documents that we’ll require to advise you properly.
Your Financial Road Map meeting will take around an hour, and at the end of it you’ll be able to decide whether you’d like to become a client. If so, we’ll ask you to sign our Service Agreement and pay a deposit towards the cost of creating your Plan.
If you decide not to proceed for any reason, you’ll be under no obligation and have nothing to pay. You’ll leave with some great ideas about how to plan your financial future and with your personal Financial Road Map to give you a great perspective that will be really useful to you in your journey towards achieving or maintaining financial freedom.
To take the first step why not contact us now.