01
Getting Started:
Introductory Call
The journey begins with a complimentary introductory call.
During this conversation, we will learn about your objectives and see if our services align with your needs.
Afterwards, we will book your discovery meeting.
01
Getting Started: Introductory Call
The journey begins with a complimentary introductory call.
During this conversation, we will learn about your objectives and see if our services align with your needs.
Afterwards, we will book your discovery meeting.
02
Discovery Meeting
In a warm and welcoming environment, we will unpack your goals and objectives, discovering the things that are important for you to achieve.
Prior to the meeting, we ask if you could send us some information about you. We want the time to be productive and useful, not a data collection exercise. Meetings usually last 60-90 minutes.
The meeting is also an opportunity for you to ask questions about our services and how we can add value. We want to make sure you are comfortable that we are the right fit for you.
If you agree to partner with us, we will clearly explain the cost of our services. Paperwork outlining the agreed work and costs will be provided for you to consider.
We do not charge for this meeting.
02
Discovery Meeting
In a warm and welcoming environment, we will unpack your goals and objectives, discovering the things that are important for you to achieve.
Prior to the meeting, we ask if you could send us some information about you. We want the time to be productive and useful, not a data collection exercise. Meetings usually last 60-90 minutes.
The meeting is also an opportunity for you to ask questions about our services and how we can add value. We want to make sure you are comfortable that we are the right fit for you.
If you agree to partner with us, we will clearly explain the cost of our services. Paperwork outlining the agreed work and costs will be provided for you to consider.
We do not charge for this meeting.
03
Progress Meeting
Our initial findings will be discussed during the meeting. This is an important step to make sure our advice is correctly tailored to what you are looking to achieve.
At the end of the meeting we will book a time to present our recommendations.
03
Progress Meeting
Our initial findings will be discussed during the meeting. This is an important step to make sure our advice is correctly tailored to what you are looking to achieve.
At the end of the meeting we will book a time to present our recommendations.
04
Presentation Meeting
Our advice will be written in a document called a Statement of Advice. During the meeting we will discuss how our advice improves your position and aligns with your goals.
We will simplify complex concepts and foster open communication, ensuring you feel confident and well-informed about our recommendations.
Paperwork to implement the recommendations may be completed in a subsequent meeting.
04
Presentation Meeting
Our advice will be written in a document called a Statement of Advice. During the meeting we will discuss how our advice improves your position and aligns with your goals.
We will simplify complex concepts and foster open communication, ensuring you feel confident and well-informed about our recommendations.
Paperwork to implement the recommendations may be completed in a subsequent meeting.
05
On-track Review Meeting
Clients who continue to partner with us will receive regular on-track meetings, conducted at least annually. We are a high-touch, pro-active business and will also be in contact throughout the year.
You are welcome to contact Peter at any time, and can do directly.
05
On-track Review Meeting
Clients who continue to partner with us will receive regular on-track meetings, conducted at least annually. We are a high-touch, pro-active business and will also be in contact throughout the year.
You are welcome to contact Peter at any time, and can do directly.