1) Initial Consultation:

A no cost, no-obligation consultation at your home or business – I will come to you! At this consultation we will:

• Work out your goals and objectives to see how I can assist,
• Agree on next steps
• Provide you with associated costs and services
• Complete a detailed fact find.

2) Your Plan

I develop strategies and select products that are most appropriate to you, and compile this information into your unique financial plan.

3) Presentation:

I’ll sit down with you and present your unique financial plan. We’ll go through the plan together in detail and I will explain all of the aspects in detail so that you understand every aspect. Once you are happy with all of my suggestions, we then agree to proceed.

4) Implementation:

After you agree to proceed, I go away and implement all the strategies. I take care of the administration, paperwork and all of the follow-ups until all the strategies have been put in place.

5) Ongoing Service:

If you wish, you can take part in the ongoing service program to review your wealth plans and financial strategies on a regular basis. This ensures that your plans stay up to date and continue to meet your goals at every stage of your life.