We are passionate about seeing you live the lifestyle that you want to live. We do this by helping you to become fully engaged in your financial affairs, and to focus on achieving your goals. In order to do this, we need to really get to know you.
One of the tools we use for this is TRUST which is an online assessment tool and its FREE.
Complete the questionnaire for your personalised Action Plan
Our firm is very different and we’d love you to experience what we do and how we do it.
We’re different for a number of reasons-not the least of them is that we use well-defined processes; processes that our clients enjoy using.
The process is very simple:
Select the appropriate assessment below
You’ll be taken to a login page, where you’ll be asked to submit some details and create a username and password for yourself. Your username can be anything you choose; your password needs to be 6 – 10 alphanumeric characters.
As long as your username is unique across all TRUST users, you’ll be taken straight to the TRUST assessment of your choice.
You commit around 30 minutes of your time to complete the assessment.
Once you’ve finished working through the assessment, click on Logout.
We analyse your answers and identify key areas for discussion.
We arrange a time to discuss (there is no charge for this discussion).
We provide you with a comprehensive report including a summary of your top five action items.