Our Process

Our process is like a journey of discovery with you in the starring role. 

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Step 1: Discovering You

There are discovery meetings and there are discovery meetings. This is the latter. It’s like no other meeting you’ll have had with an adviser.

We have one objective – getting to know you. And that means asking you questions you’ve never been asked before, and likely considering aspects of your future you’ve not yet explored.

Why? Because we need to understand where you’re at, what’s going on, and where you aspire to be in the future. And we cover this, and more, in-depth and in detail (including discovering some of your why).

Step 2: Doing the Research

After we’ve spent a lot of time getting to know you, we then spend a lot of time methodically analysing your unique situation, your challenges and concerns, your aspirations and what’s important to you.

Using our vast experience, networks, and clever tools, we search out the most effective solutions and build a personal, interconnected, tailored plan for you.

Unlike other advisers, we don’t work in isolation, instead, we facilitate and coordinate with your other professional advisers (lawyers, accountants, coaches etc.) to create a plan that is holistic, integrated and effective.

Step 3: Presenting the Plan

This is the fun bit (not that the previous steps haven’t been fun) where we present your plan to you.

Matching your aspirations to our advice and solutions, we take you through the plan step by step, answering all your questions. This is important to make sure we’ve got it right. 

And we work with you until you're comfortable and confident. At this point, you sign it off and we can put it into action.

Step 4: Putting it into Action

Putting your plan into action involves several steps, which we strive to make as smooth and straightforward as possible. This may include:

Gathering necessary information: We'll work with you to collect the details needed to move forward with your plan. Our approach is designed to make this process as easy and painless as possible.

Coordinating with professionals: Depending on your needs, we may facilitate conversations with other relevant professionals such as lawyers, accountants, or business advisors.

Implementing strategies: We'll help put your plan into motion, which could involve various projects aligned with your aspirations.

Regular updates: Throughout the process, we'll keep you informed of progress and next steps.

Step 5: Getting That Other Stuff Sorted 

We also help you finalise, coordinate and facilitate those other things that you’ve been putting off, just haven’t got to, or managed to agree on. 

Things like guardianship, wills, trust expressions of wishes, for example.

Step 6: Prepared for Now and the Future

Once everything has been finalised and accepted, you’re now protected for the present and set up for the future.

Part of this is reviewing your aspirations, plans and risk management as you continue on your journey – life events will happen, circumstances change and the unexpected crop up.

And we’ll be right there with you to help navigate those changes.

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