(02) 9363 2900
Our approach
We use a comprehensive consultative approach for uncovering your most important goals in order to design and implement personalised solutions.
Through years of experience, we have found that what drives our clients is not generally related to investment returns. Rather there are more emotive issues at the forefront relating to family, their talents and aspirations, health, and the future. These pillars combine to provide a solid foundation in understanding who our client really is.
Our consultative approach is comprehensive and dynamic, designed to engage you at every stage in planning for your future.
At our initial meeting, we conduct a ‘discovery’ interview where your Advisor will ask a series of questions focusing on your values, family, goals, relationships and interests. We combine this with a discussion around budgets, assets, liabilities etc. to obtain a clearer picture of your financial situation.
This is designed to provide us with a deeper insight into you as a person, your key drivers and the goals you have. By using this approach, we are well-positioned to identify the challenges you face in achieving all that is important to you.
Using the ‘discovery’ information, we build a comprehensive, customised strategic plan for you with coherent solutions that address your needs, goals and objectives. We then arrange a meeting to present our advice and answer your questions. In this way, we empower you to make sound financial decisions about your future.
Once the plan is agreed upon, we will implement the plan in line with your instructions. Our dedicated Client Service team will keep you informed of progress at all relevant stages.
Financial planning is dynamic, so regular formalised reviews are crucial to maximising the probability of successful outcomes. The review process is comprehensive and is set out to engage you to identify any changes that may have occurred in the interim. A comprehensive review document is prepared and presented to you at the meeting. The forum with your Advisor provides for an open discussion on the progress of your plan and items that need to be addressed for a changing future.
At our initial meeting, we conduct a ‘discovery’ interview where your Advisor will ask a series of questions focusing on your values, family, goals, relationships and interests. We combine this with a discussion around budgets, assets, liabilities etc. to obtain a clearer picture of your financial situation.
This is designed to provide us with a deeper insight into you as a person, your key drivers and the goals you have. By using this approach, we are well-positioned to identify the challenges you face in achieving all that is important to you.
Using the ‘discovery’ information, we build a comprehensive, customised strategic plan for you with coherent solutions that address your needs, goals and objectives. We then arrange a meeting to present our advice and answer your questions. In this way, we empower you to make sound financial decisions about your future.
Once the plan is agreed upon, we will implement the plan in line with your instructions. Our dedicated Client Service team will keep you informed of progress at all relevant stages.
Financial planning is dynamic, so regular formalised reviews are crucial to maximising the probability of successful outcomes. The review process is comprehensive and is set out to engage you to identify any changes that may have occurred in the interim. A comprehensive review document is prepared and presented to you at the meeting. The forum with your Advisor provides for an open discussion on the progress of your plan and items that need to be addressed for a changing future.