We first meet to understand your needs, see where you are at now, where you want to be and run a gap analysis. In this meeting we touch on tax, investments, super, insurance, cash flow, incomes, and estate planning considerations.
Where appropriate, our financial planners, tax and lending specialists will meet internally to discover opportunities to improve your financial position. Collectively we will identify if we can add material value and when the optimal time to work together will be.
We will complete our diagnosis and present to you our findings.
From there, it’s an easy formula:
If: Demonstrable Value EXCEEDS our fees …then we will present our engagement proposal and demonstrate how we plan to achieve your objectives.