A strategy is nothing without action.
But action without a clear understanding of the strategy can lead to less than ideal results, and lack of clarity about roles.
We ask you to read through our Statement of Advice to ensure that it correctly represents your current status and goals, and that the means proposed to reach those goals are in keeping with your values and aspirations.
We ask you to discuss any points on which you need further clarification, until you are entirely happy and are comfortable with your understanding of the strategy.
Only then do we proceed to implementation.
Some of the steps required will be yours. Arrangements for paying down debt, for example. Making your Wills.
Others you may wish to entrust to us. Investments. Superannuation consolidation. Creating succession plans.
Whatever it means in practice, we are always here to help you navigate successfully towards your goals.
Every now and then we like to meet with you for a more structured look at how things are going. We call this a review, and it’s the last piece of the puzzle. We are, of course, available to you at any time.