Steps Involved in Seeking Financial Advice

• Your first appointment is FREE of charge so all you need to do is Contact Us
• During you call when you are making an appointment you will speak with one of our financial adviser to briefly discuss your needs and options.
• During this call you will organise a time to come in and complete your discussions in detail.
• At your appointment you will discuss personal situation and advise on possible financial strategies, insurances and or investments that suit your needs
• At your appointment fees for the preparation of a Statement of Advice will be discussed and you can decide if you wish to proceed.
• After the appointment you will have time to think about what was discussed and recieve a letter of engagement outlining all costs and what your statement of financial advice will contain.
• Once you have agreed to proceed a Statement of Advice is prepared which is a detailed document outlining your current situation and strategies to meet your objectives. It will also contain projections and a comprehensive disclosure off all fee and charges
• Once you have reviewed your Statement of Advice we meet again with you to ensure the advice is clearly understood. Once agreed upon you provide an authority to proceed, and the strategies will be implemented, as agreed upon by you and your financial adviser.