It is essential to select carefully. Choose someone you personally like. You will have to be open and honest with them about intimate aspects of your life so having an advisor you are comfortable and at ease with is very important. A recommendation from another trusted party is always helpful.

You should expect your financial advisor to deal with your affairs in an open, honest and professional manner. The role of a financial advisor is to recommend strategies that best suit your needs and personal circumstances from a myriad of options.

An advisor must put your interests first. They must ensure that you have access to sufficient information to enable you to make an informed decision around the advice,  products and services available from their business.

Call us, with a brief conversation we can quickly assess if we should meet and discuss things further. More importantly, you will know if you want to meet with us.

A brief questionnaire will be sent to you before you meet with us. It will outline what you need to bring. An open mind and a desire to get ahead also help.