"Success is a journey, not a destination. Focus on the process." Arthur Ashe

HOW DOES IT WORK?

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UNDERSTANDING

(1-2 MEETINGS)
A successful relationship is built on understanding each other.

Connect
  • Brief Introduction
  • We will ask what your expectations are

Discover
  • We will conduct a full financial audit (assets, liabilities, income, expenditure)
  • We will find out about your career or business.
  • We will want to understand your current lifestyle and the one you want.
  • Identify your key goals and what is important to you
  • Look at the lifestyle you lead and the one you desire

Share
  • We will give you a taste of what you can expect from us
  • Explain our ongoing process
  • Discuss our fee structure
  • Agree on the way forward

We will only invite you to become a client if we believe that we can add significant value to your finances and that there is a ‘good fit’ between yourself and our company

IMPLEMENTATION

Plan your work and work your plan

Once we developed a thorough understanding of your goals and dreams we can begin the stage of implementation

Creation
  • Examination of your financials (assets, liabilities, income, expenditure)
  • Risk Profiling
  • Cash Flow Modelling
  • Scenario building
  • Determination of suitable strategies
  • Stress testing recommendations
  • We will marry a financial plan with your ambitions, goals and lifestyle

Presentation
  • We will confirm our understanding of your key motives and objectives to ensure we are on the same page.
  • We will outline and discuss opportunities and potential obstacles.
  • Encourage you to familiarise yourself with the plan to make sure you are happy.
  • Final adjustments are made via your feedback and agreement on final product is reached.


Action
  • Once final agreement has been reached we will begin the process of putting the relevant structures in place.
  • We will process any necessary paperwork and manage the project to completion on your behalf (You will need to complete some limited paperwork but otherwise we’ll look after everything and keep you informed throughout the process)

COACHING

Induction Meeting
  • We will use our unique periodization process to breakdown our annual plan into smaller workable units
  • We then present our action plan for the year ahead
  • Schedule our high impact coaching sessions

Support
  • Direct access to your advisor 7 days a week - you will be able to access your advisor throughout the year as an when required, over and above your scheduled coaching sessions
  • Wealth management newsletters every quarter
  • Access to our recommended panel of business partners, including accountants, solicitors, mortgage brokers, real estate agents and settlement agents
  • Where relevant online integration

Progress
  • These meetings happen once every 4 months
  • We compare your actual results to your objectives
  • Advise & educate you on any relevant strategies
  • Implement adjustments to keep you on track.

REFLECTION

This session will focus on the key reasons why we started this journey. We will focus on how your life and the life of your loved ones has been enriched.

We will zone in on the core aspects of your achievements and discuss the deeper impact on key areas such as family, work, leisure, health and wellbeing.

A successful reflection session will not only leave you empowered with a sense of accomplishment but also with genuine excitement and anticipation for the coming future.

There are three main components to the reflection session:

Practical
Dissect your financial position to give you an understanding of what you have achieved
  • re-evaluate your assets and liabilities (net financial worth)
  • re-examine your income and expenses

Personal
  • We need to keep in perspective the fact that the financial aspect of the plan is only part of the bigger picture.
  • Picture circle

The Way Forward
  • Look at what the future holds. Discuss personal milestones and financial goals.
  • Revisit the master plan to make sure we are still on the right path.
  • Make any necessary adjustments
  • Discuss the New year
  • Set off on the next part of the journey
WHAT DO OUR CLIENTS SAY?