The discovery meeting allows us to find out about you and also helps you to decide if you want to work with us. We ask a series of questions to understand what’s important to you, and what your primary goals are for the future.  We use visualisations to explain the Financial Planning process so you can evaluate how it could benefit you.  We send you a Service Proposal to explore the issues from this meeting and explain how our service will work for you.

In the fact find meeting we gather the data we need to understand your finances. We conduct a comprehensive data analysis of your income, expenses, assets, and liabilities, so we can examine current and future spending patterns. We need comprehensive details to fully evaluate your position so we can plan for your future. We help you to make sense of your money and fill in any gaps in your data. We will follow up with further queries to your product providers.

Your financial plan examines your current finances, based on reasonable assumptions about the future. We assess possible gaps in your planning you might not consider, so you can be in a more secure position. We compare the current position with different scenarios, so you will immediately see the benefits of any improvements we have recommended. This is a highly collaborative and interactive stage and puts you at the centre of your financial decisions.