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on: 03 360 2001

 

The Six Steps
To Financial Wellbeing

the six steps

The Six Steps
To Financial Wellbeing

Our Six Step Advice Process is designed to help us help you. We start by getting to know the things that are important to you. Whether you’re just starting out, or have been round the clock a few times, our financial advisors are here to help you at whatever life stage you’re at.

  1. Meet with you and establish our relationship.
  2. Determine your Goals and Objectives.
  3. Identify your current situation and potential risk/opportunities.
  4. Develop and recommend strategies.
  5. Assist you with implementing recommended strategies.
  6. Review and revise strategies on a periodic basis.

 

As Financial Advisers we’re here to help.
Contact one of our qualified advisers today:
Steven Sequeira on 027 530 8787 Email: This email address is being protected from spambots. You need JavaScript enabled to view it. or
Tim Stevenson on 027 255 1103 Email: This email address is being protected from spambots. You need JavaScript enabled to view it., or
Ian Wallace on 0272 803016 Email: This email address is being protected from spambots. You need JavaScript enabled to view it., or
Stephen Wescombe on 027 430 7336 Email: This email address is being protected from spambots. You need JavaScript enabled to view it.