How We Work

The WealthForm approach is structured to ensure that our work process for you is thorough and comprehensive, efficient in terms of time and effort, transparent, and enables you sufficient time to consider, reflect and decide before going forward. The following is an outline of our process.

Stage One

First Meeting:

Introductions are made and we discover more about you, your financial and other goals, and your present position. Services relevant to you are outlined. The meeting is FREE, carries no obligations and would usually take about an hour.

We leave you with some relevant data to collect and forward to us in your own time, should you wish to proceed further.

Stage Two

Confirmation of Data:

After receiving your data and reviewing it, we meet again to confirm details. At this point, we table a proposal for work to be undertaken for you, together with an estimate of fees.

No further work is done until we have your go ahead.

Stage Three

Presentation of Advice:

After detailed analysis of your situation and assessment of alternative strategies, we meet to present our written recommendations in a Statement of Advice. Here we ensure you have a full understanding of the advice, and nothing is acted upon until we have your approval.

Stage Four


After gaining your approval we then implement the recommendations, removing much of the paperwork and administrative burden from you.

Stage Five


The key to any successful plan is a regular review of progress. We recommend a review of the plan with you at least annually, to confirm your expectations are being met.

Good Advice is Everything

Whether you're starting out, running your own business, working in someone else's business, planning for retirement, or just need financial peace of mind, we're here for you - contact us!