Our approach

We get to know you and your financial situation. As well as the numbers, we get to understand what you want to achieve and why. This helps us to build a plan that is perfectly suited to your financial objectives - and your life goals.

Our team researches the most suitable options for you and your objectives - whether that's investment solutions, retirement planning or insurance products.

If applicable, we'll assess your attitude to investment risk, tax position and conduct cash flow planning. We'll also look at any existing policies or investments that you already hold.

We work with a wide range of leading providers and financial institutions to help build a personalise financial plan.

We present you with our advice and ensure that you understand the finer details - specifically how it meets your needs and objectives.  We'll explain everything in plain English and give you time to make up your mind.

If you decide to proceed, we arrange any transactions and provide you with updates along the way. We deal with the paperwork and speak to providers on your behalf.

If you decide to, we will arrange to review your position on an ongoing basis. This ensures that your plan continues to meet your needs and can adapt to ever changing world and life events.

For investment portfolios, we will review your performance, risk levels and income requirements - as well as many required fund switching transactions.