Our
process,
duties
and
disclosures
Throughout
the
entire
process
we
will
leave
you
in
no
doubt
as
to
what
you
have
agreed
to
and
what
we
are
doing
for
you.
Our
process

Meet and understand your hopes, dreams and objectives for your retirement or investment journey.

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Define the service and what you expect from us.

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Complete your investment plan or retirement recommendation.

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Present your plan and ensure it is clear and well understood.

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Agreement to proceed with the recommendations or alterations and complete any documents required.

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Confirm agreed measures have been put in place and the joureny begins.

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Ongoing review meetings.

Our
duties