Vision

Whatever financial decisions you must make, the first step towards making the right decisions is to establish a clear understanding of your financial needs. People seek financial advice for many different reasons, so it is important that we understand exactly who you are, where you’ve come from and what you want to achieve.

Your Vision workshop will allow us to explore your dreams and aspirations along with understanding the financial resources available both now and in the future to assist in your journey. We will also discuss your attitude towards investment risk and explain how such risk may affect you.

It will give us both the opportunity to decide on whether there is value in us working together in the future.

At the end of the Vision workshop, we will provide a summary of our findings and suggested next steps toward your Rich Life. This workshop will be at our expense, and you are under no obligation to proceed any further.

Blueprint

If you decide to proceed, having discussed the basis of our fees and your payment options, we will ask you to formally engage our services by signing an agreement.

At this stage, we will begin the process of thoroughly analysing your current position based on our extensive knowledge of financial markets and commence researching potential solutions for your needs. If we need to consult with any other professional advisers or financial service providers with whom you already have an agreement with, we will ask for your written consent to doing so.

When we have all the information we require, we will prepare your financial Blueprint for your consideration. This will set out your current position and outline thoroughly researched recommendations we believe to be in your best interests. We will arrange a convenient time to discuss these recommendations with you in full and guide you through our report step-by-step. You are free to take the report away to read and consider before agreeing to move forward to the next stage.

Your dreams and aspirations are unique to you; therefore, each Blueprint is tailored to your vision of a Rich Life.

Maintain

Far from being the end of the process, the maintenance phase is the beginning.

It is where we ensure your plan is properly executed overtime and that you are ready to deal with any obstacles that may come your way. We will meet regularly (at least once a year) to share updates, stay up to date with any changes in your financial situation and revise your blueprint as necessary.

Execute

Once you feel that you can make a fully informed decision to proceed, and you have given us your consent, we will begin the process of implementing our recommendations. We will help you in completing all the relevant forms, ensuring your applications are processed by the relevant investment firms and providers.