We begin with a friendly conversation to understand your current financial position and how we can help. We'll offer direct feedback on the suitability of our services and determine if we should move forward to a Discovery Meeting.

Once we've established compatibility, we'll hold a Discovery Meeting, ideally in person. During this time, we'll delve into your motivations for seeking advice, your family's needs, and how we can assist. While we may start to explore your financial details, the primary focus is to determine if we're the right fit for your family.

We'll present an overview of our proposed strategies, supported by in-depth research and analysis. We'll discuss how these ideas align with your preferences and goals. Your feedback will help refine the strategy design to ensure it meets your needs and personal preferences.

Incorporating the insights and feedback from the Conceptual Discussion, we'll finalise our strategic approach and present our comprehensive advice to you. Once you're comfortable with the recommendations, we'll assist you in implementing them.

We'll create a customised annual strategic plan that caters to your family's unique position and circumstances, providing the necessary solutions throughout the year. Our investment management process is anything but passive. We'll introduce you to our investment committee's approach, which includes regular updates, in-depth analysis, and alerts on recommended changes based on global economic conditions and market opportunities or risks.