How We Work
Our Process
We provide cutting edge services and solutions, adapted to specific client needs.
At the core of our philosophy is recognising that every client is different and our value lies in our capacity to provide bespoke services and solutions for each client's specific needs.
From the word GO, we work with our clients to plan and execute the best solution for them. We consider their options, help them understand their choices and opportunity costs. Once a decision is reached, we assist clients to implement their plan.
For our clients, they have confidence that we will always be honest with them and do our best to help them.
We don't just simply show people the way to go and hope for the best. We understand that change is constant. Markets can change, government policies can change, and client goals can change. Part of our responsibility is to work with clients along the way and adjust their strategy as required to ensure they can navigate these changes and still achieve their goals.
Our Process
Your needs, goals, and risk tolerance are the basis for how we conduct our business.
Planning
There are two parts of our planning process:
- We focus on what you are about, and the things you need, help you to organize your goals and test your risk tolerance. Assess your budgetary position to evaluate how you can accomplish your objectives and reach your goals.
- We start creating suitable strategies. This includes building up various scenarios, undertaking further research and liaising with your other expert consultants. All through this process, our correspondence with you implies you will contribute on the creation of your final plan.
Once concluded, we hand over your plan in an endorsed format called Statement of Advice (SoA) and permit you an opportunity to additionally peruse our recommendations.
Expertise
Implement
Implementing your strategic plan is as important, or even more important, than your strategy.
If you're satisfied with our recommendations, you will be required to sign our Authority to Proceed and formally engage us by signing an agreement.
We implement your plans on your behalf.
Implementation may simply involve aggregation and harmonisation of processes, the creation of structures or coordinating for coordinating your activities.
Plans
Experience
Review
A plan is only valuable if it is complimented by continuous review to adjust and realign.
Organized reviews give confidence that your goals remain applicable throughout cycles of change. Alterations to your current plan will regularly be required. Similarly as your Doctor will require you to visit for a consistent check up — so will we.
Our continuous administration and guidance begins as per the relevant Retainer-ship Agreement upon execution, which is periodically reviewed depending on the terms agreed upon.