Step 1: Establish
The first step is to establish a relationship with you as a client. We define our role and charges; your goals and expectations, and information on your existing situation and arrangements already in place.
This is the initial stage of our first meeting - an open discussion based on your requirements and our role as financial planners.
Once we have established the basis of our relationship and how we can assist you, we then move on to the next step; Understand