• Initial Appointment – Financial Health Check

    An appointment at our cost to discuss your financial needs

  • 2nd Appointment – Strategy Report Presentation

    Report outlining suggested strategy

  • 3rd Appointment – Discussion / Questions

    Follow up appointment to discuss any issues you wish to clarify

  • Implementation Appointment

    Appointment to sign application forms and paperwork to implement your strategy

  • Debrief Appointment

    Appointment to review the setup of your recommended strategy

  • Regular Review Appointment

    As agreed Appointment to analyse the progress of your strategy

  • Regular Quarterly Reporting – Online / Hardcopy

    Reports which keep you informed on your investment portfolio