FREE Information Session:
Smart Women Smart Money Workshop
17 Oct 2018

Our Process

Boutique Advisers are committed to helping you achieve your wealth, lifestyle and legacy goals through a consultative, planning based approach – with a customised solution and guided implementation.

Boutique Advisers are committed to helping you achieve your wealth, lifestyle and legacy goals through a consultative, planning based approach – with a customised solution and guided implementation.

We see building close relationships as an integral part of helping our clients build and manage their financial situation.

We provide ongoing advice to a wide range of clients throughout different stages of life, with differing backgrounds and needs. Through years of experience, our advisers, who have specialised experience in all areas of the financial planning process, are confident of building a valuable and long term relationship with you, our client.

At Boutique Advisers we start with gaining an understanding of you as a person – your goals & objectives, your current stage of life including your family situation and work life. We then discuss and provide, through a consultative approach, strategic advice specific to your circumstances. We help you identify all of the opportunities that are available to you in order to structure your financial planning affairs efficiently. We put in place all of the agreed strategies and then we monitor your performance, to make sure you are on track to achieve your life and business goals.

 

Contact

Contact Boutique now to discuss your current circumstances and arrange a time to meet with one of our specialist advisers.

Meet

We invite you to meet one of our financial advisers to confirm that what you are looking for aligns with what we can deliver.

Discovery

This is an opportunity for us to gain a thorough understanding of your goals, objectives, attitudes to investing and current financial position.

Advise

Having prepared a detailed financial plan, we will present you with customised solutions, wealth and investment strategies, tailored for your circumstances. We undertake a comprehensive modelling and projection exercise to confirm whether you are on track to achieve your financial and lifestyle goals.

Implement

We work with you, over a pre-agreed time frame to implement the strategies that have been recommended.

Grow

We will regularly monitor your performance and position, to make sure you are on track to achieve your financial goals. Where necessary we will recommend changes to your direction, structure and overall financial strategy.