Step 1: Getting to know you
We think one of the most important parts of our client relationship is getting to know you. To have a clear understanding of what’s important to you. To help you clearly articulate your goals, prioritize and to simplify and set financial milestones. Whatever stage you are at in your financial journey, we take the time needed.
You might want to secure your financial future and safeguard your young family, start a business, buy your first home or consolidate and pay down debt. Or it could be planning for retirement and ensuring you have enough money to live the life you want.
Step 2: Understanding your situation and goals
Many people we work with, when asked, find it difficult to identify their financial goals. It’s generally not something they think about every day. They just know they want to be secure and they want their family to be safe.
We help clients focus on what’s important to them and declutter their finances. By doing so it almost certainly will be easier to stay on top of money matters.
Something that we have found to be true for our clients is to understand what they value most, and then taking a good look at whether they are actually focusing their spending in these areas.
We know we are on the right path when our clients feel confident, capable and in control.
We need to know where you’re at and where you want to be and our role is to help you get there.
Step 3: Creating a financial strategy
Creating a financial strategy starts with a clear written plan and includes.
- A specific objective or result you want
- A way to measure your progress towards the goal
- A time frame for achieving your goal
- The specific steps you need to take in order to reach your goal
But it doesn’t stop there.
We are experts in coaching our clients to achieve the financial security and lifestyle they aspire to through the accumulation and management of wealth. We add value to our clients lives by working with them to understand their financial goals and then assist to implement a strategy to achieve those goals.
We have a genuine and open relationship with our clients as we take on the role of mentors and financial coaches. We are a passionate and committed team, coaching our clients to achieve their financial and lifestyle goals
Step 4: Helping you live the life you want
For us, there’s no greater feeling than having a client realize their financial goals and enable them to be free of financial burden. It’s what everybody wants.
We don’t see working with you as a set-and-forget process. At each step of your financial journey, we’ll be there to provide support, guidance and understanding when needed.
Our success is your success.
Step 5: Providing regular financial reviews
It’s important to keep on track, but Life doesn’t always follow a pre-written script and curve balls can be thrown your way that make it necessary to revisit and reevaluate your plans.
We understand this and work with you to ensure your financial goals match your changing circumstances. The arrival of a bundle of joy or an unexpected illness or injury can significantly impact you and your loved ones.
These day to day life experiences can throw a spanner in the works to even the best laid plans.
We get it – we understand.
Our caring approach means when things change, we’re there to help.