#1
KICKSTART CALL
Book a free 15 minute diagnostic phone call. This will help you assess the strength of your current position and plans, and identify potential roadblocks.
#2
DISCOVERY SESSION
Following a diagnostic phone call, the next step is an in depth Discovery Session with our Principal Adviser which will help you achieve Clarity. This is conducted either in our offices, or via a Zoom meeting (like Skype but designed for business). Over 90 minutes we will help you (and your partner) Map out your current position and what is important to you and your family. This includes understanding your values and what money means to you - for instance does it represent a source of security and comfort, or is it a scoreboard? We want to understand very clearly what you are trying to achieve and why so we can design a series of recommendations that are aligned with this.
During this meeting we will also identify any immediate threats to you and your family’s welfare.
JOHN AND STEPH'S STORY
John and Steph are both working professionals. They have 3 kids in primary school who are all involved in sport and other activities. John loves the challenge of racing marathons, while Steph prefers a 10K or half marathon.
John's big goal was to run 7 marathons on 7 continents over the next few years. They were worried about how financially sensible this was. They want their kids to be able to attend a private high school, they are still paying off their mortgage, and they have an eye on the future and the need to build a big enough nest egg to be able to stop working at some point.
The first thing we did for them was to break down the cost of their goals for them and build a financial model so they could see and understand what was possible for them to achieve. This gave them confidence that they were able to do the things that were important to them, and provided a framework for them to make decisions about their finances. We then provided them with step by step, practical recommendations they could implement to get their financial life in order.
John is now half way through his goal of running 7 marathons on 7 continents, and they have been able to travel to these events as a family - ensuring they can all participate and their kids can see the world. They are comfortable that they can afford to send their children to the school of their choice, and also that they are on track to financial security. Importantly, we have simplified their affairs, provided them with a framework for making important decisions, and taken away their financial worries.