Financial Management & Advice Process

2. Fact Find Consultation

We strongly believe that the quality of our advice and recommendations is based on a solid understanding of your current financial situation and your wants and needs in terms of lifestyle, businesses, investments and retirement.

The initial client fact find consultation takes from 1 to 3 hours and during this time your Adviser will complete a detailed ‘Fact Find’ process. This process helps to ensure that we have a comprehensive understanding of your financial situation, attitudes to risk, goals and objectives, and estate planning considerations. Your Advisor will also perform a risk insurance pre-assessment and may provide you with a general overview of some of the strategies that we believe are appropriate for you to consider.

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