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THE PROCESS
STEP 1
INITIAL MEETING
60-90 minutes
In the initial meeting, your adviser will get to know you and understand your personal circumstances.
This meeting is to assess your current situation and define what your goals and objectives are for the future.
RESEARCH & STRATEGY
14 days
Our team will analyse the details you've provided. Your adviser along with our paraplanners will then design a strategy to assist you in achieving your objectives.
STEP 2
STEP 3
STATEMENT OF ADVICE
45 minutes
We will present the strategies we have recommended based on the information you have provided and the research we have conducted. We will educate you around these strategies so that you can make informed decisions.
STEP 4
IMPLEMENTING THE ADVICE
15 days - 45 days
Behind the scenes, our team will submit your application forms and keep you updated of the advancement.
We will follow up any outstanding documents and implement the advice for you
