Our Process

 The power of human advice – Our 5 step process:

As life becomes more complex, it’s time for a truly comprehensive plan – your EMPOWER Plan. Through a lifelong relationship, your EFP advisor will get to know you and your family, so that they are well positioned, to proactively adapt your financial plan for whatever life brings.

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

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 it all. We’ll model where you are now and test potential solutions to move you forward towards your goals.

Now it’s time to meet again. We use the latest technology to present your financial picture. We believe that seeing where you are financially is more powerful than words and this helps aid your decisions. Once we agree  your path, the pace is up to you. We can help you one step at a time or one leap forward, you choose!

We make recommendations 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 work with you through the different stages of your life.

To start your journey today, book your complimentary discovery call.