About You

About You

Your values, future plans and desired lifestyle are what's important to us and the initial Discovery Meeting, as its name suggests, is our opportunity to discover everything that is financially important to you. Importantly, the Discovery Meeting allows us to create a Total Client Profile which is used to craft your Investment Plan and/or Wealth Plan.

The diagram below illustrates the key areas which we will explore with you at this initial meeting:

Initial Discovery Meeting Steps

A wealth of advice to secure all that you value.