When the plan is agreed with you, we will implement the plan and any necessary changes, ensuring that these are done in the most professional and cost effective manner.

Once everything is implemented and we have received confirmation that all your requirements are in place, we will send you an advice record, including our assumptions, a summary of what has been implemented, a portfolio summary, illustrative projections and a copy of all your quotations.

We also send you all your contracts from Service Providers or Product Houses as and when we receive these and only after we have made sure that they were implemented correctly.

This is followed by regular updates and reviews of the status of your financial plan, ensuring that you are always fully informed, and any necessary changes are made in time.

Investment is all about the future and therefore all clients with investments will receive quarterly statements from us on the performance of their investments.

We also keep a record in our office of every investment, additional contributions, withdrawals, income and every quarterly balance on your investments for as long as we are your appointed remunerated advisor.