Blueprint - a strategic plan based on your needs and objectives

Financial independence is an outcome that is based on a clear process.

step 1 - Gather information

In the first meeting we will get to know you. We will discuss what is important for you (and your family). How you feel about investments, debt, risk. We both need to see if we feel comfortable in working together and if we are able to add value.

step 2 - Identify goals and objectives

Once your goals and objectives have been identified, we can commence in considering various strategies. Your goals may include retiring at a certain age or on a specific income, overseas holiday, new car, buying a new home etc

step 3 - Identify issues or threats

We look at the potential problems that may stop you from achieving your goals. These can include cash flow shortages, debt, taxation, unrealistic goals, and underinsurance.

step 4 - Preparation of strategy - write plan

Having now determined where you are now and where you want to go, we prepare our recommendations in writing. And yes - in plain English.

step 5 - Implementation of recommendations

Once you are happy with the recommendations, we help to implement. This may be completing paperwork, working with stockbroker or solicitor, negotiating with insurance underwriter, placing managed fund investments.

step 6- Review of your strategy

Circumstances change. Economic conditions change. A review process is critical to ensure that the strategy remains appropriate and you are still on track. The review should be at least every 12 months.