Financial planning is a continuous journey, but it’s well worth it. At every step, you’ll gain clarity, and we will build a strong, long-lasting relationship as we journey together.

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Your journey with us begins here

When it comes to financial planning, it’s all about you and what you want to achieve. We take the time to really understand your goals, what motivates you, and what you envision for your future. It’s not just about looking at your finances on paper; we’re here to support you in reaching your aspirations. Your objectives become our mission.

your 6 step journey

Expand the sections below to view the 6 steps in starting your journey to Financial Empowerment.

We invite you to book a free 30-minute initial consultation with me, which is informal, this is to learn a bit about you and get an overview of your situation and requirements. If we can help, we will then book you in for a discovery meeting in the unlikely event we are unable to assist you we will always endeavour to point you in the right direction to where you can get the help you need.

After gathering the initial information, we’ll invite you to a Discovery Meeting – This will be held conveniently face-to-face, or online if you prefer. In this meeting, we’ll explore your financial goals, aspirations and understand your current position, working together to map out the future you want to achieve.

Following on from our Discovery Meeting, we’ll guide you through the paperwork needed to review your current financial setup, and confirm the services that align with your needs.
Once we gather information from your providers, We’ll evaluate how well they align with your goals and aspirations, plus your risk appetite. From this we will outline the strategic steps needed, and start shaping your financial journey forward.

This meeting we will present you with our report with our recommendations on how you can achieve your financial and life goals. It may be as simple as making a few changes. Sometimes it may involve compromises to help you achieve your aims. We will always be supportive but most of all, we will be honest and upfront.

This is part of the journey where it all comes together and we forge ahead with the strategic steps we have agreed on. We will always be on hand to work with you to complete any necessary paperwork and keep you informed so you always know where your financial journey is.

We believe in being there for you and making sure your financial journey with us stays on track, every 12 months we will undertake a comprehensive review and update of your progress towards your objectives, and we will also have regular touch points through the course of the year in between our formal progress checks.