Discovery

It can be difficult making financial decisions when there are competing priorities.

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To help you make the right decision, choose the right path, we ask the questions that help you identify the things that really matter to you now and into the future. We ask about your goals and aspirations, the challenges you face and, of course, your priorities.

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What is really important to you?

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Steve Jobs put it like this: ‘Being the richest man in the cemetery doesn’t matter to me… Going to bed at night saying we’ve done something wonderful, that’s what matters to me.’

Would you put it like Steve Jobs?

Analysing your options

Once we’ve identified the goals that are really important to you and your family, you’ll find the discussions and decisions about money become much clearer.

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These conversations, along with our preliminary analysis, usually provide answers to the kinds of questions we find clients ask us most frequently:

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• Are my affairs structured in the most effective way?

• How am I tracking towards my goals?

• Am I taking on too much risk, or too little risk?

• How can I make better investment decisions?

• What are my options?

• What else should I be thinking about?

The answers to these questions provide the bedrock of making sound financial decisions today, but also your security and prosperity tomorrow.

Designing your expert plan

By now, we’ve identified a clear picture of where you are today, what’s important to you and your family, and your goals for the future.

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We then craft, as well as action, a plan to help you get from here to there, from A to Z. It’s made absolutely clear what you have to do and how you have to do it. This frees you from financial anxiety, investment phobia, and any dread you might have of the future.

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We avoid anything short-lived or short-sighted. We adopt disciplined strategies that make the very best of your financial position, and minimise risk.

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Your investment plan takes account of your values, circumstances and goals so that all aspects of your financial life are working together to maximise the probability of achieving the lifestyle you desire.

We never want to leave you

This is just the start of our relationship.

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Life is ever-changing. Your financial and personal circumstances, as well as legislative, and economic circumstances never stand still. Which is why your financial adviser should ideally be never-changing. Regardless of how simple or complicated your affairs may be, having an expert adviser on hand at all times, providing ongoing guidance and direction, always challenging the status quo, and acting as a knowledgeable sounding board, is essential.

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That’s why we look for long term relationships, and why most of our clients have been with us for many, many years.