A proven engagement and advisory process

This detailed process has been designed to give us a comprehensive understanding of your situation, needs and dreams, so that we can guide you towards making the right decisions for your desired future.

We will help you:

• Identify and articulate your financial and non-financial goals, aspirations, wishes and dreams
• Confirm the scope and nature of the advice you need
• Prioritise goals and establish preferences where you have competing interests
• Identify and discuss trade-offs to help prioritise
• Evaluate your current position with regards to meeting your objectives (‘gap analysis’)
• Perform scenario planning and analysis to help determine the best possible path

Based on our analysis we will then:

1. Determine specific strategies to optimise your position
2. Develop a portfolio of investments to achieve the recommended strategies
3. Prepare and present our advice to you for consideration

Your designated account manager takes control of the implementation process for you, ensuring any changes to planning are implemented smoothly and keeping you updated every step of the way. At our follow up meeting we will recap the advice we have provided, walk you through the implementation undertaken and review any new information that may have arisen during the engagement and advisory process. This gives you an opportunity to ask any questions so you are content, reassured and confident your financial future is in the right hands.

Our program of continual review and progress tracking provides you with regular strategy and investment reporting, on-track updates, revision of goals and advice, in an ever changing legislative and market environment. It helps you to manage uncertainty, identify possible risks and the ability to take advantage of future investment opportunities.