Step 1: YOU - From the start and during our long-term connection, our attention is really on you. We'll work closely with you to gain an understanding of your unique objectives, desired lifestyle and plan appropriately to attain those goals. We want to listen and thoroughly understand where you are now and where you want to go.
Step 2: PLAN - After gaining an understanding of your objectives, we then create a customised investment strategy. In doing this, we examine the bigger picture, utilising our experience and in depth market research. We also draw on the expertise of different disciplines and interact with an advisory team of legal, tax and other financial specialists.
Step 3: IMPLEMENT - We implement your bespoke investment strategy, by utilizing an amalgamation of financial instruments provided through your broker-dealer.
Step 4: TRACK AND UPDATE - We proactively and diligently track each element of your strategy and maintain that you are always fully informed. Together, we make prudent plan updates to integrate your lifestyle changes, economic changes and tax code changes. We want to ensure that the plan components are continually working together toward your aims and desired lifestyle.