Referred to as the ‘Discovery Meeting’, the first meeting is primarily an opportunity for you to get to know your financial planner and vice-versa. Our team will use this meeting to understand your situation, your goals, and the areas where you feel you need assistance. From this perspective, the most important aspect of this meeting is understanding your goals and what is important to you to tailor a solution that matches your lifestyle.

As a team, we pride ourselves on educating our clients in the relevant areas of financial planning. So, the first meeting will involve a general chat about a few financial concepts to help you understand our approach and what to consider in each area.

Following the first meeting, our team will begin researching your current lifestyle and analysing potential strategies that may be appropriate. Once this research is complete, we’ll schedule a second and third meeting, if required, to go through our findings and finalise the scope of work. This step is important as it ensures both parties are aligned regarding the areas that need attention and action.

A presentation is made to the client to explain the proposition and to ensure we are in agreement with the plan.

Following the plan being implemented, you are now a WealthKube client. You will enjoy the benefits of our ongoing services: annual review meetings, ongoing portfolio management, regular market updates and an approachable team available to respond to any queries you may have.