How to become a client

If you become a client you are now dealing with a company that wants to help improve your life.

We use a six step process as follows:

1

We have a chat to get to know each other –it usually takes about 60 minutes. It is usually at this meeting that a client will say yes they would like to be a client or not. This meeting is at our cost.
2

We gather your information and your goals.
3

Analyse your current status.
4

Develop and present recommendations.
5

Implement Recommendations.
6

Monitor Financial Planning recommendations and your goals.