Strategy Consultation

This meeting is about discovering what drives you, what money means to you and what you want to achieve.


It’s about providing you with an opportunity to answer questions on your mind and provide us with an opportunity to see if we can add significant value to your situation.

One of the hallmarks of a quality financial adviser is the quality of questions they ask you. We ask you questions such as:

What’s important about money to you?
What concerns, needs and feelings come to mind when you think about money?
What are tangible things that require money and planning to achieve?

Your answers help define your values and goals. We put them on paper, assign dates and make them tangible because only then can we start to take action towards them.

From here, it’s different for everyone. Once we’ve understood your situation, we’ll talk to you about the services we provide and discuss whether these could be of value to you and if it makes sense to have us help you.

All decisions in the future will be made based on what will get you to where you need to be in the safest and most efficient manner.


Strategy Analysis