Our systematic approach

We have a systematic approach to getting you financially well-organised:

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Discovery Meeting

Explore your circumstances, wealth and goals in depth

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Foundation Meeting

Decide to work together - continue exploration

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Planning Meeting

Take a 'big-picture' look at your ability to achieve your final goals

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Implementation Meeting

Agree and sign-off your Wealth Preservation and Lifestyle Plan (and actions)

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Follow-up Meeting

Make sure that the transition is going smoothly - discuss any issues

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Regular Review

Keep you informed about how you are progressing against your goals