Initial Consultation

Initial Consultation

The initial meeting is a short meeting (no more than 30 minutes) to discuss your expectations of the advice process, what problem you are trying to solve and to discover how we might be able to help you. We can provide general information or direct you to other resources but we cannot give you advice at this meeting. We provide you with a Financial Services Guide and may ask you to complete a Financial Health Survey to help focus our discussions on areas of concern for you.

STEP ONE

Initial Consultation

The initial meeting is a short meeting (no more than 30 minutes) to discuss your expectations…

STEP TWO

Financial Discovery

This is where we map out your current financial position and further define your goals…

STEP THREE

Engagement Letter

There is where we outline the agreed goals from the financial discovery, the scope…

STEP FOUR

Preparing Statement of Advice

It is a legal requirement to provide our advice to you in writing through a Statement…

STEP FIVE

Present and Discuss SoA

This is where we present the advice/recommendations to you along with discussing…

STEP SIX

Initial Implementation and Review Period

There can be a lot covered in the initial advice and proceeding can be daunting…