Strategy Consultation

The first thing we do is bring you into our office, close the door, shut out the rest of the world and focus on you. We call this initial meeting a Strategy Consultation.

The fee for this initial meeting is $197. We are one of the only financial advice firms that charge a fee for the first meeting and there’s a very good reason for this. When the first meeting is free it is an opportunity for the adviser to sell you something. We guarantee value, so if you don’t feel you gained any value from the meeting, we will not invoice you.

In this meeting 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?

These questions define your values and goals. We put them on paper, assign dates to the goals and then we’re in a position to make further smart financial decisions.

From here, it’s different for everyone. All future smart decisions will be made based on what will get you to where you need to be in the safest and most efficient manner. Once we’ve understood your situation, we’ll talk to you about the following services we provide and discuss whether these services could be of value to you and whether it makes sense to have us help you with it.

Strategy Analysis

The next step is for us to create a Game Plan which sets the path that you need to walk down to achieve your goals.

Implementation and Partnership 

Once a path has been chosen, the next task is to look at what needs to be changed or improved, implement the game plan and ensure that everything in your financial house is completely organised.

From there, we partner with our clients. We maintain an ongoing relationship with you to keep you accountable to the game plan and keep up to date with changes in your life so that we don’t miss out on any opportunities and to ensure you don’t make any costly mistakes.