How We Work

 The power of human advice – Our 5 step process:

As life becomes more complex, it’s time for a truly comprehensive plan – an ePlan. Through lifelong relationships, your EFP advisor gets to know you and your family to proactively adapt your financial plan for whatever life brings.

Tell us all about you- we want to understand what is important to you.

Tell us a bit more about yourself and we’ll do the rest of the work. We crunch the numbers, gather the information and analyse everything. We model where you are now and test potential solutions to move you forward towards your goals.

Now its time to meet again. We use the latest technology to present your current financial picture. We believe that seeing where you are financially, is more powerful than words and aids with your decisions. Once you know your path, the pace is up to you. We can help you one step at the time or one leap forward, you choose!

We make recommendation based on your goals and objectives with the aim of setting you up for success. We will also work with you to implement our recommendations, with the least amount of fuss possible.

Our mission is to build a long term relationship with you and to work with you through the different stages of your life.