A process built for your ambitions.
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
We do the heavy lifting - liaising with your other professional advisors to help ensure seamless execution in each area of your financial plan.
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
By uncovering the values behind each of your financial goals and identifying what truly matters to you, we’re able to start crafting a wealth plan that’s as unique as you are.
We understand that your success can’t be understood with just a set of numbers. A combination of factors influences your wealth decision process, including your goals, motivations, family life and financial blind spots. When assessing these factors, and how they fit into your overall Wealth Personality™, we use the cutting-edge field of Behavioural Finance to dig deep and really get to know who you are. Understanding the influence of psychology on your financial behaviour can help us deliver relevant wealth advice to help you achieve your goals.
In order to get to know the whole you, we can enhance our knowledge with additional layers, including a deeper understanding of your family’s values and your overall financial picture. By charting major traits, we can better predict your behaviours, identify underlying motivations and work with you to help overcome any biases that may be slowing your financial growth.
We start with a deep understanding of who you are, your values and your vision of
success. This means reviewing the financial decisions you’ve made over the years, the
goals you’ve set for yourself in the years to come, and the ways in which these reflect
what is important in your life. To create your personal investment and wealth plan, we
leverage our broad expertise to fit your unique needs.
We take the time to understand your needs, dreams and aspirations.
We summarize our understanding of your financial priorities to make sure you're in agreement.
Our team works together to develop a personal strategy that is designed to help you meet your goals.
We present your strategy to you for discussion and approval.
We work with you to put your strategy into action.
We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.
