Questions we're asked
Friendly ask questions
This page provides answers to the questions we hear most from our clients.
Is the first meeting advice?
No — it’s a general chat. Your personalised advice comes when we prepare your written roadmap.
Do I have to move all my investments?
Not necessarily. If what you have is suitable, we won’t change it for the sake of it.
Who builds my plan?
We do. Every strategy is crafted and explained by us.
Can we meet after hours or on weekends?
Yes. We work around your schedule and can meet in person, online, or at an agreed location.
How often do we review?
Typically once a year, or more often if your situation changes.