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:
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.
We gather your information and your goals.
Analyse your current status.
Develop and present recommendations.
Monitor Financial Planning recommendations and your goals.