Financial advice process

Receiving the right financial advice for your specific needs is essential. 

Financial advice process

Receiving the right financial advice for your specific needs is essential. Our exclusive advice process is designed to discover where you are now, where you want to be and how we get you there.

Discovering the real you!  Here’s where we get to know each other. We discover your dreams and visions, and you learn about our exclusive methods and practices.

Design & Commit - Together we will discuss the possible course of action and design your advice specifically for you. At the end of this meeting we will decide how we proceed.

Game Plan - This is the fun stage! We show you what you can achieve – and how. From here, we agree on a plan of action to launch your exciting new future.

Making it Happen - To make the implementation of your plan as easy as possible, our team will get busy handling all the paperwork and transaction details on your behalf.Review & Achieve- This is an essential part of the process towards reaching your goals. We will regularly review your plan, adapting it to your changing circumstances. Our active approach will keep you accountable and focused.

Become a Pursue Wealth member and achieve your dreams.

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