What to expect?

When you see a financial planner for the first time, you will be asked to provide information on your current financial situation and personal particulars.  You will be asked to discuss your financial goals and desired financial situation both short and long term.  We will ask you to complete a fact find sheet, discuss the fees associated with our services and from here we will review your situation and devise a plan.

If you approve of this proposal, we will complete a Statement of Advice (SOA) and any other required documentation in order to put the plan into practice.

Once in motion we will monitor your financial plan and regularly keep in contact to make adjustments as necessary. 


If you have made the choice to gain control of your financial affairs, contact us today to make an appointment to speak with a Financial Planner.