We’ll make things as easy as possible.
- We’ll ask you for a little basic information, which we’ll need before we can act for you;
- We’ll conduct the Wealth Check, which brings the key issues to your attention in general terms;
- We’ll speak by phone to discuss the specifics, and explore your options;
- You decide how you’d like to proceed – we do the rest.
If you’d like to instruct us, then Start here.