We have designed this process to give you (and us) a framework for making an educated and informed decision about working together. Of equal importance, you will finish this process knowing exactly where you stand in the four key areas of retirement success.
For people who are potentially a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single penny in fees or trust us with any of your nest egg.
STEP 7 - Ongoing Planning & Support
Financial Planning is an ongoing process.
The future is unknown, and your financial plan needs to be flexible enough to reflect the changes that will inevitably arise during your lifetime.
Our ongoing service is designed to help keep you on track, help you make course corrections as and when required, and keep you well organised.
We'll also be proactive in making sure you continue to take advantage of additional planning strategies that relate to your most important objectives.