Your Values and Goals
The investment planning process begins during our discovery meeting, where we assess together your financial values, goals, key relationships, existing assets, and other professional advisors. This is the start of the process of really getting to know and understand you, your values, and what's important to you, so that we can offer you the best lifetime advice.
From here, we produce a net worth summary, and a gap analysis of where you are now and where you want to be. We set and agree with you your investment objectives - including your willingness, ability and need to take risk, and the investment horizons that you identify. We plan your asset allocation - how much of your portfolio to invest in each of the different investment types (or asset classes) that are available. We select your investment approach - the vehicles that you'll use to implement your portfolio strategy. We create your portfolio, based on institutional asset class funds.
All this initial work is completely free of charge and without obligation.