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Couple with their arms around each other looking out across Milford Sound

Our process

We have a clear, structured process that we undertake with you.

Step 1

Discovery meeting

We meet with you to fully understand your life goals, needs and wants. This is a two-way process to ensure that we want to work with each other.

Step 2

Investment plan meeting

We present a detailed investment plan for your consideration.

Step 3

Mutual commitment meeting

We commit to working together in partnership to achieve your goals with confidence.

Step 4

Expert network evaluation

Our specialist team of carefully selected professionals evaluates your situation to devise comprehensive solutions to meet your wider needs.

Step 5

Progress updates

We have regular collaborative meetings with you to review progress. If your circumstances or aspirations change, then so can the plan.

Take the first steps to financial freedom and contact us for a no-obligation consultation. And when we say 'no obligation', we mean it. If, after meeting us, you decide we're not for you, then no problem at all, we'll do our best to put you in touch with someone better placed to help. We like to forge long term partnerships with clients based on mutual trust so we need to be each other's best fit.