Initial Services are what you experience when you come to us for more than just one-off advice.
Our first meeting will involve getting to know each other and deciding whether we are going to work together. We will explain how we work with our clients, how we charge our fees, and the types of advice we can offer. We will have some high-level conversations about why you are seeking advice – what is it that is bothering you, how can we help, that sort of thing.
If you decide to proceed we will schedule a further meeting to advance the process. We will need to gather lots of information with your help, as well as learn about you and your dreams. We love helping clients get to where they want to be, but we can’t do so without you being involved in the process.
Now its down to work in doing our analysis, modelling your situation, coming up with recommendations to get you to where you want to be. We will report back to you in writing about our recommendations, what action you need to take, how we can assist and what the outcome of accepting our recommendation is likely to be.
At this point you can choose to accept our advice and put things into place on your own (though no-one ever does). We will discuss with you the cost of having us assist you in implementing our recommendations before proceeding.
Implementing our advice involves completing applications, liaising with investment houses, superannuation funds and insurance companies. Referring you to other professionals where necessary and participating in your discussions with them is all part of the service.
Our initial service phase will conclude with a 90 day meeting to ensure everything has been completed to your satisfaction.