Discovery meeting
At our initial meeting, we conduct a discovery interview. This helps us to identify the challenges you face in achieving all that is
important to you. We examine your current situation, the goals you would like to achieve and how we can maximise the
possibility of achieving those goals.
Strategy meeting
At this meeting, we present a diagnostic of your current situation and our recommendations for how we can bridge the gap in
order for you to reach your goals. This plan forms the foundation for all our work together.
Mutual Commitment meeting
At this meeting, we are ready to make a mutual decision about whether we can add substantial value and whether we should
proceed. Should we both choose to work together, we commit to work towards achieving everything that is important to you and
your family. We also execute the documents necessary to put the first part of the plan into action.
45-Day Follow-up meeting
When you have multiple investment accounts, it’s easy to become overwhelmed with the amount of paperwork you will receive.
At this meeting, we help you organise all that paperwork into a filing system we will provide. We also answer any questions you
may have so you understand exactly what is happening with your money.
Progress meetings
These meetings, which we schedule at intervals to suit you (although typically every 6 months) provide us an opportunity to
review any major changes in your personal or financial situation since our last meeting. If these changes mean that we need to
make adjustments to your Strategy, we do so. We also review your overall progress towards your long-term financial goals. We will also present your Advanced Planning Report at our first regular Progress Meeting so that we can prioritise those
areas of greatest importance to you and begin to address them systematically. |