1. Data Gathering

Get a complimentary one-page summary of your financial picture.

You will receive a summary of your household’s financial position.

We gather your information through a simple questionnaire.

2. Building your financial plan

Arrange a complimentary Financial Planning Session

You will be able to see how your current plan compares with improved financial plans in a video- or in-person meeting.

We model different financial planning scenarios in real-time.

We review your current plan.

And establish how we can improve.

3. Strategy Review

Review your financial plan and recommendations

We will arrange a follow-up investment meeting where we discuss the following:

• Tax-efficiency
• Your personal risk profile
• Your suitable investment strategy
• Appropriate offshore exposure
• Estate planning

4. Investment Recommendations

Receive your investment recommendations for your financial plan

Our investment recommendations are tailored to:

• Optimise tax efficiency
• Personalise investment strategy
• Enhance estate planning
• Be actively managed to keep your plan on track