Our Process

We aim to deliver a broad and innovative range of solutions to building and preserving your wealth and believe that a long-term consultative relationship is required for you to achieve your goals. The outcome of this process is that you will have a clear financial structure and will have defined a direct path towards your goals – both financial and life goals.

We start by identifying objectives that are both meaningful to you and achievable for you.  These objectives may be financial, or they may be goals that relate to your core values and your life goals. Then we look at your existing resources (in terms of things like capital, equity and earnings potential) and develop structures that align these resources with your goals.

The strategies that we recommend are framed upon utilising the resources around you and taking advantage of the opportunities available to you so as to maximise the potential for you to achieve a reward for the risks that you adopt.

We can meet with you on a regular basis (depending on your needs) to ensure that your resources remain focused on achieving your goals. Life circumstances change and it is important that your financial structures evolve with you. While it is important to have resolute goals, it is just as important to have flexible strategies to adapt to those changes in your life.

• Are respectful of advice, communicate ongoing changes in their life, and clients who seek input from a trusted person,
• Participate in the decision making process rather than blindly accepting advice. The desired result is a clear understanding of the strategy from both parties and a clear responsibility for financial decisions made,
• Have difficulty managing their finances due to time restraints or complexity and prefer to enjoy their life doing other pleasurable activities,
• Are open to new ideas and strategies as opportunities arise,
• Are relatively easy to contact and available for consultation when required.

Please note that the information on this website has been prepared without taking into account your objectives, financial situation and needs, and because of that, you should not consider any of the information on this site as personal advice. Before acting on the advice you should consider the appropriateness of the advice, having regard to your personal circumstances. Your own personal situation must be assessed and you should also obtain a Product Disclosure Statement for any product before making a decision about whether to acquire that product. For assistance with this, please contact us for professional advice.