Our approach

A structured approach

We take a 4-step approach to wealth management. This process has been carefully designed to deliver a tailor-made strategy with built-in flexibility to change over time.

Step 1: Getting to know you

At our initial meeting, we’ll go over your financial situation and discuss your professional, personal and family circumstances. We’ll help you identify your short- and long-term needs, your goals and your expectations.

Step 2: Developing a strategy

Once we’re familiar with your situation, we’ll develop a personalized strategy that takes everything into account. It will include an investment policy, suggestions for specific investments, recommendations for tax and estate planning strategies, and retirement planning if required.

Step 3: Implementing your action plan

Armed with the right strategy for you, we’ll waste no time putting it into action. We’ll work with whatever schedule suits you, taking market conditions into account.

Our team is here to help you every step of the way. We’ll let you know if there are any actions you need to take.

Step 4: Monitoring your situation

Life is full of surprises, and your financial goals may change along the way. That’s why we’ll be reviewing your situation and your financial strategy on a regular basis. The idea is to keep your action plan up-to-date to ensure you’re on track to achieve your goals.