Firstly, let's get to know you.

”As your Financial Advisers, we will talk about money.
However, we recognise there is more to wealth than just a dollar figure. We appreciate everyone is different and your goals and aspirations are unique. It’s why we take the time to know your story and what it is that makes you, you.

You’re retired, or at least thinking about it.

Our expertise lies with those who are retired or very close to it, typically 5 years or less. This allows us to tailor our service and expertise to the unique needs of retirees.

You’re a nice person.

It does sound a bit cliche, but we genuinely love working with down-to-earth people. We’re a family owned and run business who value every client.

Diligent Saver

Whilst our hard-working clients would hardly consider themselves to be ‘rich’, thanks to a lifetime of diligent saving, they have accumulated a healthy retirement nest egg.

You’re looking for a trusted Adviser

Our clients understand the success of their retirement is too important to be doing it themselves. You have worked hard over your lifetime, your wealth deserves to have expert guidance.

Does this sound like you?

Let's chat

Our Process

Forget the financial jargon, we're here to simplify things.

When you seek financial advice, we’ll take a step-by-step approach to help you reach your goals.

Here’s what you can expect:

1

Introduction Meeting

Let’s just call it a chat. This is where you can get to know us and see if we’re the right fit. Together, we will discuss your goals and any financial challenges you may be facing.
2

Discovery Meeting

Together we outline your goals, aspirations and plans for the future. We then provide you with a preliminary one-page Financial Plan. The Discovery Meeting is where our journey of working together begins.
3

Wealth Management Presentation

We present you with an in-depth bespoke Wealth Management Plan outlining your goals derived from the Discovery Meeting.
4

Implementation

Upon agreement to proceed with our advice, we implement the recommendations outlined in your Wealth Management Plan.
5

Ongoing Progress Meetings + Support

Our advice doesn’t stop there. We meet regularly ensuring you are still on track to achieve your long-term goals and objectives. We will keep you in the loop with quarterly newsletters and advice as and when the market changes. Our team is just a phone call or email away and we genuinely want to see and hear from you regularly.

Get in touch

Email the team to schedule a complimentary introduction meeting.