James Sinclair
Director and Chartered Financial Planner
Meet James
Our process
Our approach breaks down financial planning into easy, straightforward steps. This helps us create a clear route to help you reach your goals.
1) Starting the conversation
We’ll start with a complimentary meeting to understand your circumstances, life plans and priorities. It’s a great opportunity for both of us to see if we’re a good fit, and for you to learn more about our approach.
There’s no cost and no obligation on you to work with us.
2) Getting to know you
Once you have decided to share your financial planning journey with us, we’ll gather information from you and third party providers.
We’ll need a thorough understanding of your financial position to develop the right financial plan for you and will strive to make this process as simple and efficient as possible.
3) Understanding your plan
Next, we’ll walk you through a summary of our analysis, your personalised financial plan and our initial recommendations.
This is your chance to ask us anything you like about your financial plan, the next steps, and how it all fits with your bigger financial picture.
4) Preparing your recommendation
We’ll prepare a written recommendation that outlines your financial plan, sets out the recommended actions, and shows how each step supports your goals.
This detailed report is tailored to you, and once reviewed, you decide how you’d like to move forward.
5) Implementing your plan
We’ll implement the agreed actions on your behalf so that your finances will be aligned with your financial plan.
There’ll be minimal disruption to you and your already busy life. You can simply rest easy knowing everything’s taken care of.
6) Reviewing your progress
We’ll meet annually to review your progress, reaffirm your objectives, and make any necessary adjustments to keep you on track to meet them.
Your circumstances and legislation will change over time, so this is our opportunity to address any changes positively and proactively.
Production