We’re here to help you feel confident about your financial future. Here's how our expert advice service works — from your first conversation to your personalised plan being put into action.
A free, friendly, no-pressure call to get started.
You’ll have a free 20-minute conversation with one of our team. We’ll listen to your goals, answer your questions, and explain how our advice could help — including the cost.
A deeper conversation to understand what matters to you.
In this 45-minute meeting, we’ll build a clear picture of your personal and financial situation. We’ll use the information you’ve shared, ask any follow-up questions, and take the time to understand your priorities and plans.
You'll also be invited to sign up to your Personal Finance Portal, where you can securely share your details, view your advice reports, and message us directly.
If you're approaching retirement, this step helps you explore what your future could look like.
We’ll model different scenarios based on your goals, lifestyle, and finances. Together, we’ll explore the options, narrow down what’s right for you, and help you understand what’s possible.
See your advice brought to life.
This 45–60 minute call is where we take you through your tailored advice report. We’ll explain what we’re recommending and why, show how it supports your goals, and give you plenty of time to ask questions ensuring that you feel confident and informed every step of the way
You stay in full control — we’ll only implement anything with your go-ahead.
We do the hard work — you get peace of mind.
Once you’re ready, our Client Services team will put your plan into action. They’ll handle the paperwork, manage the providers, and keep things moving.
We’ll keep you informed along the way — and you’ll always know who to contact if you need anything.
If you're signed up for an ongoing service, we’ll check in again at your annual review — but we’re always here if anything changes, or if you just need to talk something through.
