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HOW IT WORKS
You are here
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:
- You call us! Read more on taking that first step here.
- The discovery meeting
- Developing your financial plan
- Presenting that plan to you
- Implementing our recommendations
- 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:
- the Private Client Service
- the Essentials Program
- 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.