Getting Started
Initial ConsultationThe first step is for you to meet us and tell us about yourself, your financial needs and your future goals. We do not charge for this meeting. There is no need for you to provide us with detailed financial information at this stage – we will request this information later, if necessary.
We will identify your key wealth issues and outline potential strategies. We scope the work required and quote a fee for our services
First Appointment
If we are appointed as your financial advisers, we ask that you complete client profile & lifestyle questionnaires that will provide us with key information about you and your financial goals. After we have evaluated this information we meet with you to discuss potential financial strategies and to address your specific wealth needs. You will gain an understanding of your strategy options and investment solutions.
Presentation of Advice
You receive a comprehensive written advice plan with clear recommendations. We see the agreed recommendations through to completion.
GPL brochure - Camberwell