We understand that time is your most valuable asset and is best invested wisely. All too often we hear that there isn't enough time or dealing with your financial future is just too hard.

We use a flexible approach and we recognise that these are very important decisions that must not be rushed. We are passionate about discovering what is truly important to you and your family.

Our goal is to have shorter but more effective meetings and we use other means of communication such as

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phone & email to get the job done.

Our ‘Discovery Meeting’ is obligation free and at our cost. It is a “get to know you” meeting and allows us to obtain an overview of your:

• most important goals and objectives
• lifestyle aspirations, i.e. what you dream of doing
• current financial position and any financial concerns
• current advisers
• interests, and who and what is important to you

We will discuss our business, the process and our pricing structure. This is also the time to explore whether we can offer you exceptional value and we are the right firm for you.

As required, we liaise with your other trusted advisers such as your accountant & solicitor to ensure we maximise your position.

We recommend an ‘Annual Care Package’. This is the most important part of your success. Regular reviews and alterations to your strategy are essential in effectively exceeding your financial potential and achieving financial freedom.

We offer three Annual Care Package options. Each has different levels of service attached dependant on your requirements:

• Platinum Care Package
• Gold Care Package
• Silver Care Package

Our review process is designed to hold people accountable and to make sure they are adhering to their strategy to ensure they reach their goals. A plan without a review is worthless.

We are passionate about taking what seems all too hard and making it happen!