Financialsense® Discovery Programme
We work with people to who we can offer significant value that often goes beyond financial. Our Financialsense® Discovery Programme is where we start the getting-to-know-you process. It’s about understanding you, your family, your hopes and your dreams.
This culminates in a financial plan that addresses your immediate advice needs and designs a strategy to achieve your objectives through the smart management of your money.
We’ll develop a life plan that identifies your values, goals and objectives. We provide a written financial plan detailing the strategy needed to live your best life. Our team will conduct a comprehensive review of your existing investments, pensions, protection, tax and estate planning strategies, considering issues and opportunities.