Advice Process
The financial advice process has a number of key elements and it is important that we take the time to do them well.
That means you can take comfort in knowing we've developed the best possible strategy. Because we know your situation. We know what you're working towards. We know what's important to you. And we've tailored a bespoke solution just for you.
Don't worry - we understand it can be a lot to take in. We'll always keep you updated at every step so you know what to expect and what comes next.
1. Discovery Consultation
The first, and one of the most important steps in the advice process is our discovery consultation.
​
This allows us to begin to understand what is happening in your world. It also helps us understand what you would like to achieve, what is important to you and what areas you might value our expertise in. The better we understand, the better the advice, the better outcome.
​
Not only is the discovery consultation important for us as advisers, it's equally as important for you as a client. It allows you to gain an understanding of who we are and what we stand for as a firm.