Step 2 – Strategy

After you’ve met with your adviser and feel comfortable that financial planning is right for you, we can begin setting the wheels in motion. Our experienced advisers will look in more detail at your current financial arrangements to understand what changes might need to be made. Through us, you’ll be able to take advantage of cash flow modelling tools that allow you to see how different decisions and life events could affect your wealth over time.

If appropriate, you’ll get a strategy report providing an overview of your goals and whether you’re on track to achieve them. This will help you identify any areas needing immediate attention.