Starting to Build & Plan
Assistance for young independents, professionals and families to create wealth
Our technical expertise is what you would expect from professional advisers and we work together with you, offering you options and solutions.
We understand that different stages of life have different needs and goals.
What happens at this initial appointment?
This usually takes one hour of your time.
It gives you a feel of how we operate and whether you are comfortable with us, and also gives us an idea of your wants, needs and goals.
We can tell you whether there are solutions we can help with.
We will then offer help and explain any costs or thank you for your time and the opportunity to have met with you.
You can then decide whether you require our assistance and how you would like to proceed.