Wealth Check
Our Wealth Check process is like a medical check up for your personal and financial plan. Wealth Check combines the art and science of uncovering your ideal life (i.e. your goals and objectives), collecting information on all aspects of your financial position and devising strategies which will assist you in achieving your ideal life.
For new clients, our Wealth Check process involves an initial meeting where we firstly collect your financial information and discuss your goals and objectives. At the end of this meeting we will discuss our recommended strategy ideas and our fees and charges. If you decide to proceed with our services, we will document and implement each recommended strategy. If you decide not to proceed with our services, there is no charge for our first meeting.