Our Process
Our Process
It's all about the journey
We want to show you that no matter where you start from, you can go anywhere as long as you have the right team of people around you. We want to be instrumental in making a difference in people’s lives, and we want everyone we work with to feel that their lives are improved as a result of their interaction with us.
We work in a holistic way, which is different to other financial firms. We realise that life always doesn't play by the rules.
Phase 1: Getting to know you
Building trust
When we meet with a new client the first stage of building our relationship with them involves getting to know one another. From our perspective, the objective of our first meeting is to begin to obtain a firm understanding of your life. We want to know what your financial and broader life aspirations are. We want to know about your ambitions. We want to know what means the most to you.
Discovery process
There are two parts to this discovery process. The first is to ascertain where you stand financially. Our efficient discovery process, which we call 'TQF™' enables us to understand the financial facts of your life, such as how much capital you have, what assets you have and what your liabilities are.
The second stage is the one that interests us the most and is a unique feature of our service, where we can gain insight into your world. It is our 'TQ7™' process and involves us asking you a number of questions. This process provides us with in-depth knowledge of what your ambitions are, what is important for you and what you are looking to achieve with your wealth.
Once our discovery process is completed, we usually find 10 to 20 areas which require work to deliver your personal and financial goals. These areas will become the core of your roadmap. We will work together, using our team of experts, to create an individualised roadmap that will address these areas in the most effective and cost-efficient manner possible. We will guide and support you through this process.
Phase 2: Consultation
Consultation
This consultation is not only for you to tell us about your wealth and personal life, but also an opportunity for us to provide advice about steps you can take now that will deliver tangible, positive changes to your wealth management and improve your financial security, such as those mentioned above. It also allows you to ask any questions you have to form a better understanding of the reasons we ask our questions on gaining an understanding of your financial background. We also take this opportunity to identify which of your assets could be used more efficiently to enable you to attain financial freedom more quickly than you imagined.
Learning how you communicate
During this process, you’re going to be given a significant amount of information, some of which can be complex. An important part of this process for us is agreeing how you best communicate with us and wish us to communicate with you. We need to understand how you take in and assimilate information to be able to present it to you in the most appropriate way, enabling you to understand quickly.
Learning how you prefer this communication to be handled is an important factor for us to be able to engage with you in the most effective manner. Communicating with you in a way that you respond to us will also assist us in developing a trusting relationship which is beneficial to us all.
Inviting you into our world
We want you to learn about our world so that you can decide whether you want to be a part of it. We know that our approach isn’t for everyone and that’s fine. Our focus is to bring people we have something in common with into our world and to assist them with making the most of their wealth so that they can truly enjoy their lives.
Phase 3: Your Masterplan
Our 360 approach
We will take a 360 view of your circumstances and explore all the options open to you. We can start to create your plan. This involves prioritising various actions and activities, all with the aim of helping you achieve your goals. If we simplify the stages of your plan, they will fall into key phases.
The first is to meet your basic needs and ensure that you will always have enough.
The second is in giving you peace of mind that your financial situation is stable and secure, which will involve practical activities.
The third category is growing your wealth,
which is where we will look at your investments and assets and ensure that you’re maximising the returns, minimising costs and assessing the correct risk levels you get on your investments.
Creating your Intelligent 90 Day Roadmap
Your Intelligent 90 Day Roadmap is one part of that Masterplan. It is the blueprint on which everything else is built. What we are offering you is peace of mind and considerably less stress on the road to reaching financial independence than if you go it alone. Remember that we have walked this path many times and are here to guide you and help you find the quickest and safest route to your destination.
