Number2

Discovery

Plus1

At the outset, we meet with prospective clients in person for a Discovery meeting. The Discovery meeting is held at our expense, and is used to build a picture of your Ideal Lifestyle.

This isn't a sales meeting, the whole purpose of this meeting is to understand where you are today and where you're trying to get to.

At the end of the Discovery meeting, if we feel it is appropriate, we will invite you to the Collaboration meeting. If we don't believe we can be of service, we will refer you to somebody who we think will be a better match.

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Collaborate

Plus2

At the Collaboration meeting, we take a deeper dive into your financial position and present a high-level plan of action for achieving your Ideal Lifestyle.

During the meeting, we create a number of 'what-if' scenarios, stress testing your financial plan to make sure that it's robust and provides you with the financial peace of mind you deserve.

In this session, we will work together to answer your most challenging questions, such as:
• Are my family's finances secure?
• When can I afford to retire?
• How do I make sure I don't run short of money in retirement?
• How can I ensure my partner/spouse is taken care of should I pass away first?
• How will I cope with a significant market downturn? How can I fund my elderly parents long-term care needs?

Number1

Implementation

Plus3

Implementation is where we work together to bridge the gap between concept and action.

Without implementation, a plan is just a wish. Many of our clients don't have the time to implement their plans, so we do it for you.

We do a lot of the 'heavy lifting' on your behalf, coordinating with other professionals where necessary, to put your plan into action.

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On Track

Plus4

Following the Collaboration meeting, you will receive a comprehensive financial plan that's designed to get you OnTrack for achieving your Ideal Lifestyle.

Financial planning is a dynamic process: it's not something you do once and then forget about. OnTrack provides you with regular advice and coaching to make sure you stay on the right track for achieving and maintaining your Ideal Lifestyle.

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