Our 6-Step Approach For New Clients

Initial Contact

Usually, the first interaction clients have with our firm is a telephone conversation with one of our Advisers to see if our services and culture are what they are looking for. We then ask you to provide some details before setting up an initial meeting at our cost.

Initial Consultation (at our cost)

This initial consultation is an opportunity for you to get to know our team and feel confident in partnering with us to help build and protect your wealth over the long term.

Engagement Proposal

This proposal details any further information required, your objectives and current circumstances, scope of engagement, our fees and next steps.

Strategy Development

In this step, we work closely with you and your professional advisers, such as accountants and solicitors, to develop strategies to suit your specific goals and circumstances.

Implementation

Upon your agreement to proceed, we will begin implementing your plan, which may include preparation and lodgement of all relevant documentation on your behalf.

Review and Ongoing Service

We offer a selection of ongoing service packages to meet the differing requirements of our clients. Our fees are discussed and agreed upon prior to undertaking any work on your behalf.

Our expertise combines technical excellence with integrity, resulting in life-long, trusted relationships that deliver results.

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Interested to know more?

We offer an initial meeting at our cost to those referred to us by our clients, accountants and solicitors.