Your Values and Goals
Your investment planning process begins during the discovery meeting where we meet with you and assess together your values, your goals, your current assets and your key relationships.
This is the start of the process of really getting to know you and understanding what's important to you, so that we can offer you the best lifetime advice.
From here, we produce your net worth summary and a gap analysis of where you are now and where you want to be. We set and agree with you, your investment objectives - including your willingness, ability and need to take risk and the investment horizons that you identify.
Working with you to plan your asset allocation, select your investment approach and create your portfolio, based on institutional asset class funds. All this initial work costs you nothing and is without obligation to you.