Your initial meeting is provided without cost or obligation. The purpose of this meeting is for us to not only discuss your fundamental and pressing needs but to also understand your financial goals and aspirations. This enables us both to determine the value that you need from us.
Our advice will be precisely tailored to your personal circumstances and to solving your fundamental and pressing needs. This strategic advice will provide the steps you must undertake to get where you need to be and detail the investments needed to ensure that you have the best opportunity to achieve your strategic targets.
We monitor changes to legislation and macro events, so you do not need to concern yourself with these. We also evaluate each of your investments on an ongoing basis, providing recommendations where warranted. Your role will be to stick to your game plan and communicate any current or potential change that may require a change to this plan.