Our Approach
Our stealth approach helps you prepare for your financial future, starting from where you are now. Working with your financial advisor, you’ll identify practical steps to achieve your goals.
Listen
We start with initial meeting, whether it's face-to-face or virtual, our focus is solely on understanding you and your aspirations. Our certified financial planners (CFP® professionals) never come to the table with the intent to sell specific financial solutions, but with open ears ready to absorb every detail about your family dynamics, values, interests, and dreams for the future. We want to grasp the essence of what matters most to you. With this deep understanding, we can craft the most effective plan tailored to your unique circumstances.
Fact Find
Our professional will conduct a thorough fact-finding process. This document is designed to gather both qualitative and quantitative information about your personal and financial objectives. The collected information will then be used by our CFP professional to provide tailored recommendations specific to your needs.
Planning & Analysis
Our CFP professional will analyse your current financial picture and determine how financial advice can enhance your financial position to get you where you want to go. We'll clearly and thoroughly explain how our recommendations will progress you toward your desired future.
Action
Once the gears are set in motion, our aim is to execute a plan that requires your active engagement throughout its completion, enabling you to lead a fulfilling life. Whether it's exploring new destinations, cherishing moments, savouring delicious meals, or sharing the sunset with your loved ones, our goal is to ensure that your life is hassle free.
Review
We recognize that life evolves over time, impacting financial circumstances. We suggest regular reviews of your financial plan to evaluate progress and determine necessary adjustments. Our advisor meet regularly to help you stay on track. In addition to in-person, phone or virtual meetings, collaborate with your financial advisor from any device at any time.
