What We Do
Your life-changing decision to create your own Financial Advice Map and LifePlan Model.
Boutique Five Pillars is a way for us to best understand you, and for you to be clear that we are the right fit for the advice that your family wants. We are happy to invest time with you and your family upfront in our first meeting to work through this and make sure there is alignment on what we can do for you. If it is more complex, we will generally defer to a second meeting. Regardless we will always provide you with high-level written terms of engagement with approximate costs for your consideration.
Our 5 pillars journey is centred around not only understanding your financial position, but equally understanding your Goals, Purpose, and Legacy needs (GPL) so we can align this with your wealth and financial needs. From your initial discovery meeting through to our regular progress meetings, we are with you every step of the way to keep you on track.
Initial Strategy with Draft Modelling
Final Modelling Meeting
Formal Advice Document
Regular Progress Meeting