Our advice packages are tailored to fit your unique needs, offering a range of services and strategies based on the complexity of your situation and the value we provide. We focus on clarity, ensuring you fully understand what you’re receiving and how it benefits you. You can view these packages by clicking here. 

Initial consult – You’ll have a brief, no-obligation call with a qualified adviser to discuss your current situation and explore how we can assist you. (click here to book). (Phone call) (10 minutes)

Discovery – In this meeting, you’ll work closely with your adviser to share details about your preferences, goals, and financial situation. Your adviser will conduct thorough research to create tailored strategies that align with your needs. (In-person or virtual) (60 – 90 minutes)

Strategy – Once your adviser has crafted a tailored strategy, you’ll meet to review it together. During this session, you’ll discuss your preferences and refine the approach. When the strategy is complete, your adviser will prepare a formal Statement of Advice with your recommendations. (Virtual or phone) (30 minutes)

Presentation – Your adviser will present the final recommendations and your Statement of Advice in detail, including projections, modeling, trade-offs, costs, and benefits. After discussing everything thoroughly and ensuring you’re comfortable with the plan, you’ll sign the necessary documents to proceed with implementation. (In-person or virtual) (60 – 90 minutes)

Annual review – At least once a year, we’ll meet to review your strategy, investments, and any changes in your circumstances. We’ll provide updated recommendations to ensure your strategy stays on track and aligned with your evolving goals.

From your initial consult to full implementation, our process typically takes three to four weeks, depending on the depth of research and the complexity of your situation. We strive to make this journey smooth, straightforward, and enjoyable for every client.