OUR ADVICE PROCESS

 

Our aim is to help each client create their own Personalised Retirement Plan based on their needs and goals through gaining a deep understanding of their financial situation, needs, and dreams. We believe a genuine desire and ability to understand and assist people to acheive their goals and dreams are as important as qualifications and investment theory.

 

Our advice is based on the clients' needs - not ours.

 

Our advice process is designed to assist the following two groups:

 

For clients in retirement we:

  • Define their retirement spending needs and goals
  • Develop a personalised Retirement Income Plan. Click here to request further information.
  • Offer advice to assist them make sound financial decisions
  • Ensure money is always available to meet spending needs throughout retirement
  • Constantly review the Portfolio Managers to ensure they achieve portfolio returns that will enable our clients' retirement needs to be met

 

For clients saving for retirement we:

  • Define their retirement wealth potential
  • Develop a personalised Wealth Accumulation Plan. Click here to request further information.
  • Provide advice to assist sound financial decisions
  • Constantly review the Portfolio Managers to ensure they achieve portfolio returns that will enable our clients' future retirement needs to be met