What do we do?
We are pioneers in TRUE Financial Planning.
This is the examination of the impact of personal lifestyle choices on the achievement of long-term personal goals.
We meet with you a couple of times to get to know you, to identify what is important to you and to determine the goals to which you are committed. We also give you a free personalised risk assessment, without obligation and at no cost to you.
If you decide to pursue your goals with our help, we then discuss the terms under which we can create a TRUE Financial Plan for you. The plan will demonstrate the immediate and future action needed to achieve your goals. It will clearly set out the costs and charges, the reasons behind our recommendations and the level of risk involved in targeting your goals in the timeframes specified.
We tailor the service we provide to you according to your stage in life, your level of investment experience, and the complexity of the circumstances for which a solution is needed. Your level of investment experience usually determines the level of service you require; the complexity of your circumstances determines the amount of time it will take to assess the situation and establish a suitable solution.
We will discuss, agree, and set out this solution in a detailed client agreement before we proceed. We take the time to get to know each of our clients and to forge long-lasting and enduring relationships with you.
By planning your finances to meet your goals you will:
- Be more confident in where you are going in life.
- Reduce your stress levels and start to enjoy life more.
- Gain control and peace of mind knowing that you are creating the future you want for you and your family.
Our goal is to be your trusted partner in achieving your goals.
We offer at least one full financial review each year to formally appraise the progress your TRUE Financial Plan is making towards meeting your goals.
We also invite you to make good use of our knowledge and our ability to tap into other areas of expertise that may be useful. Think of us as your financial concierge. It cost nothings to consult with us and could save you money in the long-term.