We will meet at least on a bi-annual basis.
We actively help you to manage your money and modify your action plans as we go along.
We will assess progress towards achievement of your goals and determine if the recommendations are still appropriate. We confirm if any revisions considered necessary to make sure you stay on track in your financial journey.
We care about you living your best life. We act as a liaison with other specialists (lawyers, accountants, tax consultants, mortgage brokers) who also play an important part in your overall financial plan.