Our firm belief is that there isn’t a ‘one size fits all’ approach.
Our preferred way of operating with our clients is, first, find out what you want to do with your life.
To do this, the majority of our initial discussions circle around your personal and financial goals. Once these goals are clear we then develop a ‘financial road map’ which outlines the most effective way of achieving your desired lifestyle.
This may involve an investment property, managed funds or accumulating savings in a normal bank account.
The key for us here is the strategy.
But our role doesn’t finish at implementation – it merely is the start of our relationship.
Part of an effective financial plan is the ongoing review – here we see that we need to be there for you to act as a sounding board for the majority of your major financial decisions, once again with the view of achieving your preferred lifestyle, whether it be now or once you retire.