We will provide you with a copy of our Disclosure Documents, which outline our Advisory status and provide information on how we get paid.

We will collect detailed information from you relating to your current financial situation.

We will help you to identify your future goals and establish your sensitivity to different levels of ‘investment risk’.

We will analyse your financial status and consider different strategies and options that will enable you to meet your identified goals.

We will present our recommendations and explain how they fit your needs. We will also explain any risks and the costs associated with our recommended strategy.

When you are happy to proceed with the recommendation, we will help to put the plan into action.

We will report to you on your investment(s) quarterly and review your plan periodically to make sure that your situation or needs have not changed.