The process we are showing you has been provided to help you conceptualise the framework we follow when designing a strategy to help you achieve your financial and lifestyle goals.
We create a customised plan that is unique to you and we work with you in a way, and at a pace, you’re comfortable with. If you need to spend more time on a specific area, that’s okay with us. This is about you – and getting you where you want to go.
The steps we follow and time we spend on each area is unique to each individual and will differ from person to person. This should serve only as a framework and guide to help you understand the process.