Put simply, we begin with the end in mind.

1. Do we fit?

Firstly, we’ll discuss how we build a working relationship. If we fit, then we’ll build a complete picture of your finances.

2. Discovery

We’ll have real life conversations about you, your family, your values, aspirations, and what’s important to you. We work with you to create your road map to financial security and wellbeing, which forms the foundation for our entire working relationship.

3. Financial Life Plan

Using financial analysis combined with proprietary planning software, we incorporate your personal life transitions and the key life events that are coming down the track for you.

We’ll help you identify your magic number – the amount of money you need to fund the rest of your life. Our forward planning meetings will involve sense checking your plans to help you stay on track, and all conversations about money will place your life at the centre of the discussion.

A key outcome is that you take control of your Financial Life Plan – you’ll have a visual lifetime cashflow statement that gives you complete clarity on your financial future.