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Strategy Formulation

An important component of the advice we provide is the consideration and elimination of alternative strategies. We use the information you have shared with us in your Discovery meeting to identify and prioritise issues, and then we investigate and design solutions intended to help you to achieve your personal and financial goals.

Before we make any formal recommendations we prefer to involve you in the process, and we will conduct a “Strategy Meeting”. At this meeting we will;

  • Review and prioritise your needs and objectives.
  • Identify positive and negative aspects of your current financial position.
  • Identify potential conflicts that may keep you from achieving your goals.
  • Agree upon the scope of the advice that you would like us to provide.

This process ensures that any recommendations we make are not only appropriate for your personal circumstances and requirements, but are constructed with your input to ensure you are comfortable with the future direction.