Once we agree to work together we will act as partners to achieve your definition of an inspiring life, acting as your trusted adviser to lead and manage you and your other professional advisers to ensure your financial needs are implemented consistently and efficiently.
We will own and implement the agreed strategies on your behalf and regularly track and report on your progress to ensure our advice remains appropriate and aligned to your goals and values.
If we do not have any specific expertise in house, we can access the skills required through our panel of expert service providers. Where required, we can provide you with referrals to third party professionals for accounting, mortgage, property, direct shares, legal and estate planning advice.
You will also receive regular reporting and secure online access to all your accounts as well as our company website and success knowledge centre which includes regular articles, videos, calculators and quizzes on everything you want to know about personal wealth and success.
You will have direct access to your adviser as your coach or sounding board outside of our scheduled progress meetings, where you can discuss your questions or concerns and we can anticipate and prepare for any changes in your life, big or small. You will also have direct access to our dedicated service team who can also assist you anytime with any questions or concerns you may have.
If the changes are small and don’t affect your overall plan you may already know what you want and what you need to do but perhaps just need someone to run some ideas pass and confirm your own thoughts.
If the changes are slightly bigger such as having more kids, increasing the size of your business or home, or changes in your income we can explore what specific knowledge or strategies will be required to help anticipate and plan for them.