When we initially meet with you, the first step is always to find out as much as possible about your financial circumstances. By doing this, your financial needs are better prioritised, enabling us to create the right ongoing financial plan for you.
Your financial situation is always changing. It will evolve, as will our approach to your planned strategy. Milestones to be considered are anything from:
- starting a family,
- planning for your children’s education,
- preparing for your retirement.