GETTING TO KNOW YOU

What we look like from the outside

What we look like on the inside

We call this stage in our advice process “Getting To Know Each Other”, after all we probably haven’t met before, or if we have, not in this context,  and our first meeting is all about deciding whether we can work together.

Our first meeting is to introduce ourselves to each other.  This will allow us to understand your goals, dreams, and objectives.  It’s as much about  finding out why you feel you need advice as anything else. We also want to know more about you, what you like and what you don’t, what bothers you and what you feel you have under control.

Also, the first meeting will allow you to understand how we do things here, and will give you a chance to work out whether you believe we can help you. We think it is really important that you feel comfortable with who you are dealing with before we go any further, so our job will be to give you whatever information and explanations you need before you decide to engage us.

What do I need to do?

There is no need to bring anything, our first meeting is just a preliminary chat, though we will try to get a picture of where you are at present. You are probably carrying this stuff around in your head anyway, and at this point near enough is good enough. We will get serious about the detail later.

Tell me more?

“Getting to Know Each Other” will normally take about an hour. At the end of the meeting we will both have a pretty good idea about whether we are going to work together. At the end of the meeting we will come to a decision, and we can move on to the next stage or we can agree to walk away and remain friends. There is no obligation.

Hmm sounds wonderful, but what will it cost me?

So let’s summarise:

  • Your initial appointment is all about meeting the adviser, getting to know each other, and exploring ways in which we may be able to help improve or manage your circumstances.
  • The good news is, your initial appointment is on us! That’s right, it’s a no obligations FREE appointment!

A little bit more about what we do

WHAT HAPPENS WHEN YOU WORK WITH INNOVUS

INITIAL ENQUIRY

Send us an email and one of our team will be in touch to introduce ourselves and to find out how we can best help you.

LEARN MORE

GETTING TO
KNOW YOU

Let’s sit down and have a coffee and talk about what you want to achieve and how we can help.

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FILLING THE GAPS

Time to get serious and collect some hard data so we can get to work

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IT'S SHOWTIME!

Now it’s time to show you what we have done and to explain how our recommendations will work for you

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WELCOME TO
THE FAMILY

Now that’s a wrap! You are officially part of the Innovus family. We need to decide on ongoing services, so the party ain’t over yet!

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LEARN MORE ABOUT YOUR MONEY

Paul is your personal advisor and wants to share some of his insights after 40 years in financial planning with you.
Read some of our thoughts on finance, business and personal growth here.

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