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Our four-step process makes financial planning manageable & rewarding.
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1. Introductory Phone Call
In this free, no obligation phone call, we learn about you and the challenges you are looking to solve. We outline what we do and how we think we can help.
2. Discovery Meeting
The next step is to find out about you, your family and your goals. Using this information, we can personalise your financial plan to suit your circumstances.
3. Recommend & Implement
Having learned more about you and your finances, we make recommendations to help you reach your goals. With your permission, we will implement the new strategy.
4. Ongoing Support
We provide ongoing support and regular reviews. Your plans can be tweaked to accommodate changes in circumstances.
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