Staying on track
Financial planning is an iterative process
Imagine you're sailing a boat to cross an ocean. You have a clear idea of where you want to get to, but you can't control the wind and the waves. So you regularly check your position and make small adjustments to your course to stay on track. This is a good analogy for the finanial planning process.
Through regular reviews we can work together to make sure you are on track to reach your goals. Life is unpredicable and circumstances may change. The purpose of financial planning is to make sure you stay in control of where you're headed.
How much face-time is involved?
It's up to you how you'd like to work with us. We offer advice online, over the phone, or face-to-face.
Obviously there's no subsitute for sitting down with your adviser and coming up with a detailed plan.
But if you want, can access our award-winning advised investment service via the phone and web.