Initial Consultation

We provide an initial consultation at no cost or obligation. The purpose of this meeting is for us to review your financial position and demonstrate how we can help. This will enable you to determine whether we are the right advisers for you.

Following your initial consultation we prepare a report that will outline our strategic recommendations to start you on the process of achieving your financial goals and objectives.

Most financial advisers are trained to sell financial products rather than sell a consultative service. Product selling advisers usually have a short-term relationship with a customer whereas all of our clients desire a long term relationship built around our ability to provide specific, personal advice.

Our personal approach will require more time initially to uncover your important financial goals and objectives, but this investment of your time will pay off as we learn how to best serve you, which in turn will build a strong relationship.

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