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.