Our purpose is to help you achieve your lifestyle and financial objectives. Working together with you, we can develop a long-term financial plan that is right for you – giving you the reassurance of financial security.
Before we make any recommendations we take the time to fully understand you, you’re current financial position, your objectives, your expectations and what you need to achieve.
We explain why our financial advice is relevant for you personally. Our initial meeting is offered without cost or obligation, but we hope it’s the start of a long term relationship.
Putting plans into motion
All of our recommendations are tailored to you, and are fully explained within our suitability reports.
We cover the selected investment strategy, the expected range of returns, potential future values and any taxation implications. We will always provide you with a suitability report, policy features guide, investment fact sheets, and if suitable a cash flow simulation to assist with your retirement forecasts, and illustrations of expected benefits including costs.
We will arrange to meet with you on a annual or bi-annual basis, depending on the proposition you have agreed to. The objective of the meeting is to review and update your financial plan to ensure that it continues to align your current circumstances with your longer term objectives.