Expat Complimentary Financial Review


Initial Consultation Overview

We believe that it is important for you to get to know your Financial Adviser and the professional team that will be directly supporting you. We encourage you to visit our offices and meet the team who you will be dealing with on an ongoing basis.

As part of the initial consultation, we will usually ask you to provide a snapshot of your current situation including an overview of assets & liabilities, income & expenses, as well as a summary of your goals and any current concerns.

This is also an opportunity for you to ask detailed questions of the Financial Adviser who will be responsible for providing you with ongoing financial advice. This ensures that you are satisfied with their level of expertise and understanding in dealing with the complexity of your specific situation.

This process helps to ensure that we have a comprehensive understanding of your current financial position, attitudes to risk & financial concerns, risk profile, goals & objectives.

The quality of our advice and recommendations is based on a solid understanding of your current financial situation, together with your wants and needs in terms of lifestyle and retirement.

We will tell you at this point whether we believe that our services are appropriate for your situation.

At the end of the initial consultation meeting we will review the information and arrange subsequent meeting to deliver our report.

We believe that it is our depth of experience and knowledge in tailoring effective strategies specific to your financial situation that positions us uniquely to act as your Principal Wealth Advisers.




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