HOW TO BECOME A CLIENT

 

Please note: Due to a continuing high number of new client requests we are limiting the number of new clients we take on each month.

We sincerely apologize for an inconvenience caused.

We use a six step process as follows:

Step 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.

 

Step 2: We gather your information and your goals.

 

Step 3:  Analyse your current status.

 

Step 4: Develop and present recommendations.

 

Step 5: Implement Recommendations.

 

Step 6: Monitor Financial Planning recommendations and your goals.

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

Get in touch today and find out about becoming a client