Our process
What can you expect when you decide to make an appointment with us to take back control of your money?
1
The "Meet, greet and get the deets" meeting
This first meeting is all about us getting to know you and you getting to know us. We will help you understand how you view money, help you set some goals and get to understand your financial situation. We will also ask you to sign some forms allowing us to enquire with some of your existing product providers so we can get a more detailed understanding of your current position.
2
The "Brainstorm" meeting
This second meeting is where we will discuss some areas of your situation that we may need to address in order to help you achieve your goals. We will also discuss some strategies that could help you achieve your objectives. This helps us gauge the kinds of risks/level of complexity you want as part of your plan. These first two meetings do not cost you anything. We understand that investing in your financial future is a big decision, and you aren’t likely to agree to paying for a financial plan unless you are confident the value you receive is likely to outweigh the costs associated. By the end of this meeting, we will outline the value you are likely to receive from taking back control of your money, and the cost for us to help you with this. You can then either decide to partner with us and put a plan together, or to say “thank you but no thank you”.
3
The "What's the Plan Stan" meeting
This meeting is where we present you with your tailored plan to take back control of your money. This plan contains all the strategies, products, benefits, risks and costs associated with the Plan. You will be able to ask any questions during this meeting, and will be encouraged to take the plan away to digest and process this very important document. Once you are ready, we take care of all the implementation to ensure you are set up ready to go.
If you are interested in our services and would like to learn more about how we can help, we are available to meet at our offices in Targo St, or online via Zoom.