What to expect when we meet, and our process:
> Listen - we get to know you, your values and principles.
> Goal Set - we help you to identify and prioritize goals, aspirations, and concerns.
> Collect Information – we establish your current financial position together.
> Current Progress - we analyze your current financial position.
> Options - we go through the options with you and make recommendations.
> Wholistic Design - together we design a plan addressing your goals, aspirations and concerns.
> Disciplined Approach - we implement our disciplined investment approach which is designed to preserve capital and grow your wealth.
> Results - we strive to reduce risk while delivering above average consistent returns.
> Updates - we work hard to keep you informed about your portfolio through regular communication with you.
> Goals - we review your goals and help you stay on track to meet them.
> Continuous Observation - we regularly client portfolios, staying on top of changing markets.
> Re-balance - we adjust your portfolio as it grows to ensure it is performing optimally for you.