OUR WEALTH MANAGEMENT PROCESS

At Bradley Nuttall we use the following consultative process to identify your most important goals and to design and implement appropriate strategies to achieve them.

Discovery Meeting

We examine your current situation and identify the goals you would like to achieve. We also identify any challenges you face in achieving your goals and consider how we can increase the probability you will achieve them. 

Investment plan meeting

We present our review of your current situation and our reccommendations for how we can bridge any gaps to reaching your goals. This plan forms the foundation for all of our work together. 

Mutual commitment meeting

We are ready to make a mutual decision about whether we can add substantial value and weather we should work together. A decision to proceed means we all commit to working together to achieve everything that is important to you and your family. We also execute the documents neccessary to put your investment plan in motion. 

45 Day Follow Up Meeting

We help you organise your paperwork in a folder we provide. We also answer any questions you may have, so that you understand exactly what is happening with your money. 

Regular Progress Meetings

We provide a regular opportunity to review any major changes in your personal or financial situation since our last meeting. If these changes mean we need to make adjustments to your investment plan, we do so. We also review overall progress toward your long term financial goals. Subsequent regular progress meetings will be scheduled at intervals as agreed at the initial regular progress meeting.