
Lifestyle planning - Beginning with the End in Mind

Building together your Financial Plan, enabling you to shape your financial
future the way you want to be

Discussing with you and profiling your own tolerance to investment risk, reward
and loss

Agreeing with you the overall investment asset allocation most suitable for your
needs

Reviewing your existing investments and their tax efficiency

Implementing any new investments

Regularly reviewing the overall asset allocation of your portfolio(s) and the
specific investments within your investment portfolio(s) and their ongoing
tax efficiency