Your Financial Journey
A structured 7-step partnership tailored to your life goals
1
Discovery / Exploration
Initial meeting & needs assessment
2
Documentation & Fee Quote
Details & fixed-fee quote
3
Onboarding & Risk Profiling
Risk profiling & setup
4
Agenda & Planning
Goals & strategic direction
5
Plan Presentation & Approval
Plan review & approval
6
Implementation & Handholding
Execution guidance (No POA)
7
Ongoing Tracking & Optimisation
Continuous reviews & optimisation