What we do

We send a pre-appointment package inclusive of: a Client Value Proposition, Confidentiality Agreement, Description of our Process and Checklist to prepare interested persons for our first meeting.

• We present a signed Confidentiality Agreement.

• We explain the Wealth Planning Process.

• We conduct a comprehensive analysis of the current financial situation including:

  • Current income and expense budget.

  • Savings, assets, investments, loans, credit and other liabilities.

  • Personal and work structures with their respective requirements.

  • State of current estate planning.

• We provide and manage all administrative and legal documentation necessary to best understand your current situation whilst ensuring your personal information is protected.

• We extract specific information pertaining to your current financial portfolio - obtained on your behalf.

• A qualified Wealth Manager conducts a full analysis to determine short and long term strategies to enhance your financial circumstances.

• The analysis is documented as a full Wealth Plan.

• All administrative requirements are prepared on your behalf.

• An ongoing Financial Management and Service Agreement (SLA) is prepared.

At this stage in the process potential clients are asked if they wish to become a client and join our Financial Family.

• We conduct a formal presentation of the Wealth Plan.

• We conduct a formal presentation of the ongoing Management & Service Agreements (SLA).

• We discuss and clarify any queries or concerns.

Implement, review and administer Wealth Plan.