Find Out what’s important
The Advice Experience
1. Get Organised
In our initial chat we will determine what your goals are, outline the experience for you, and find out what is most important to you.
2. Direction Meeting
Where are you now? And where do you want to go?
We will gather some information from you to enable us to be able to work towards the things that are important to you and your financial plan.
3. Design Meeting
Financial road map to meet your goals
We present the plan that has been created to suit you and your goals for now and into the future.
4. The Plan Forward
Making sure all the I’s are dotted and t’s are crossed, we help you to implement and manage what your plan looks like going forward.
5. Check In
Reviewing Your Plan
We will check in with you, to see if there are any changes in your life.
Everyone knows a friend or family member that has made some changes in thier life recently, whether it is that they have:
- Bought a house
- Changed jobs
- Started a Business
- Had a child
It is a good idea to review their plans as well!
We would love to be introduced to them, so we can help them as well, so please feel free to email us and introduce to those who are important to you, we thank you in advance.