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Six-step process

It can be confusing for people new to the world of financial advice, so we work on a simple—and well tested—six-step process:

  1. You call us! Read more on taking that first step here.
  2. The discovery meeting
  3. Developing your financial plan
  4. Presenting that plan to you
  5. Implementing our recommendations
  6. Ongoing review.

Read more about our easy six-step process here

Then three levels of service

Once you're an AFS client, there are three levels of service to choose from:

  1. the Private Client Service
  2. the Essentials Program
  3. ad-hoc advice and services

It's a bit like choosing a gym membership. Read more here.

Why do I need a financial planner? Read more here.