Your future.
Our Mission.
We use our style of expert, personal advice to take you on a journey of discovery about yourself, your money and your future plans.
The Future Builder.
Our six-step financial planning process has been tried and tested with hundreds of client families over the years to help them build their future and live their life to the full.
1
Establish a relationship with you
This is where the financial planning process begins. We will sit down initially and understand why you have come to us and what you would like to achieve. We will explain how financial planning works and the services we provide. We will mutually determine whether we can add value to your life and finances before agreeing on the services to be provided.
2
Collect relevant information
Once we have understood and confirmed your personal and financial goals, we’ll collect all the information we need to start working towards them. We will also understand how your values, attitudes, expectations and financial experiences could impact our financial planning recommendations or your decision-making.
3
Analyse your financial situation
We will assess how your current financial situation supports your ability to achieve financial objectives and stated personal goals, and identify additional financial resources needed by you, if any.
4
Develop our recommendations
To help you meet your objectives, needs and priorities, we will go away and develop bespoke recommendations and strategies. Once completed, we will present these to you clearly so you can make an informed decision.
5
Implement our recommendations
After we have agreed on the recommendations and their prioritisation, we will present appropriate products or services to implement our recommendations.
6
Review your situation
We will continue to meet with you annually to evaluate your current situation, including your financial objectives and stated personal goals, your personal risk profile, your lifestyle, and other relevant factors, as well as your progress towards achieving your goals. If necessary, we will update our recommendations based on the changes in your situation. We remain accessible to you at all times, should you wish to discuss a change in circumstances or a financial decision you are facing.