Start Your Financial Journey

1. Getting to know you

As your life changes, your financial needs will change too. Having a financial adviser on your team gives you confidence, flexibility and sound financial planning now and into the future.

We believe that no matter your financial starting position, you can build towards the life you want. Our five-step process puts you at the centre of your financial planning, and helps us to stay flexible as your needs change.

2. Forming A Plan

We see financial planning as a long-term project, not a one-off event. We identify your long-term goals and look beyond your immediate needs to build a plan that will stand the test of time. This might include securing finance (from commercial loans to debt consolidation), sorting out your spending habits, setting up a savings account, helping you clear your existing debt, or getting you in the right financial position to buy a house.

Everyone’s plan is different, but the key is that your plan is achievable, practical and guided by your long-term goals.

3. Matching Services and Tools To Your Needs

We’ll also find the right insurance policies, to give you all the protection you need (and nothing you don’t), and we’ll put a timeline in place so you know what to expect and can work steadily towards your goals.

Then we get to everyone’s favourite part: the paperwork. We know that lenders require a lot of information, and the sheer number of forms can be daunting and time-consuming!

We’ll help you to gather all the information, take care of the application process, and do everything we can to gain a swift and smooth approval.

4. Securing Your Dream

Result! At this stage, we’ve reached the first goal on your financial plan, and it’s time to celebrate. This can look different for everyone but might include…

1. Your loan is in place, and the keys to your first home are in your hands;
2. Your debt is repaid, and you’ve chopped up your credit card;
3. We have your Risk Management plan in place, and you’re protected for whatever life throws at you;
4. Your Personal Loan is sorted, and your dream holiday is on the way!

5. Where To Next?

We’ll catch up with you regularly, to review and check your financial plan and make sure that no matter which direction you take in life, you’ll be set up for financial success now and into the future.