OUR APPROACH TO ADVICE IS DIFFERENT
When we first meet, the first thing we do is talk about what it is you want from life. What is your life vision?
Many clients never really take the time, either as individuals or a couple to talk about their life plans and aspirations. We ask a series of questions which are purposefully crafted to start you thinking about your life now and your preferred life in the future.
Once we understand what’s important to you from a life and lifestyle perspective, we investigate your financial situation to understand where you are and where you want to be.