About You

We'd like to get to know you

To provide you with the most appropriate strategy for your circumstances, it's important
that we know as much about you as possible. So, please don't think we are being nosy
when we ask you a lot of questions.

Before we get started, we'll ask:

• where you're at in life – your current financial position including assets and liabilities,
  income and expenses
• what's important to you – is it a legacy left for family, ethical investment strategies,
  asset protection, current income or future growth?
• where you want to get to
• when you want to get there.