How We Work
we operate on sound ethics, NOT on sales targets, so there’d be absolutely no harm in us talking
to see what we could do for you as regards your personal financial planning – without pressure or obligation
Without Pressure or Obligation
You contact us – Arrange an appointment by contacting us via phone or email.
We’ll meet – Either by us coming to see you or you coming to us in our office in Hagley. Where we’ll learn about you, your circumstances, your goals and your general outlook. By the conclusion of this first meeting, (which is without charge), it will have been established whether or not we’re able to help you.
If we are able to help – The information you provided will be further assessed and a plan formulated to meet your specific needs. We’ll let you know the fee which would become applicable, thus enabling you to make an informed decision on whether to proceed.
You decide whether to proceed (or not) Should you decide to go ahead with our recommendation, we work on putting everything into action for you. From here on, you’re considered a client. Our involvement in your finances will be as in-depth or as remote as you wish. We do however like to review the plans that we have recommended for you at least annually, to make ensure that they are still appropriate for your needs.
Like to Arrange an Appointment
Remember, that we can either come to you, or you can come to us so that it can be ascertained how and if we can help plan your financial future