Once you subscribe, you will be contacted by our team to arrange an introductory consultation. This session is designed to understand your financial priorities, concerns, and goals. Your advisor will gather the necessary background information so every recommendation is tailored to your needs. We encourage you to prepare any questions or topics relevant to your current financial situation to make the most of the initial meeting.

Your advisor analyses the details shared during your initial meeting. They then develop a personalised plan that addresses your objectives and highlights areas for potential improvement. This plan forms the basis for ongoing discussions and revisions. Transparency and open dialogue are prioritised to ensure your plan is always relevant and actionable.

Subscribers receive monthly consultations, where progress is reviewed and any changes in your circumstances are discussed. These sessions allow for timely updates and ensure your planning remains aligned with your current needs. The advisor will answer questions, provide analytical reviews, and help you understand market and regulatory changes affecting your situation. All sessions are included within your monthly fee.

We understand that financial needs can change unexpectedly. Subscribers can contact their advisor for additional guidance or questions outside of regular consultations. Whether you face new challenges or want to discuss changes, our team is available to provide timely, informed support. This flexibility ensures you always feel supported and informed.