Watching Brief

We constantly adopt a ‘watching brief’ on your behalf. This means we will monitor legislative changes and investment markets to optimise your financial security to fund your wealth and lifestyle objectives.

Unlike traditional financial planners we do not operate on a calendar basis. Instead we have adopted a system of pro-active enquiry and rapid response to ‘trigger’ events that may or will impact your financial wellbeing.

These events can prompt the need for a structural re-design but they don’t happen every year or in a certain month every year. Hence, we require you to inform us as soon as you become aware of an event that may impact your circumstances.

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