Our Approach

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Step 1: Life-centred approach

Getting to know you and your family

We’re here to help you reach your financial and life goals, it’s that simple. So before we do anything else, we listen – to who you are, what you want from life and what really matters to you. We’ll work together to understand your ambitions and from there, how you’ll go on to achieve them.

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Step 2: Objectivity

Preparing your plan

We’ll bring structure and reassurance to the road ahead, but we’ll bring objective expertise too, keeping you away from emotional decisions and helping you to stick with the plan. Your plan is unique, for you and your family, it’s your route to reaching your goals and we’ll make sure you have everything you need to understand and follow it.

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Step 3: Organisation

Presenting Your Metis LifePlan

It’s more than a document – it’s the beginning of a partnership. We’re here to help you keep your financial house in order with lifetime cash flow modelling of your current and anticipated income, expenses, assets and liabilities. We’ll help with tax planning, investments and your legacy too. You’ve worked hard, so let us give you confidence and clarity for the years ahead.

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Step 4: Knowledge

Our recommendation for you

Once we’ve agreed the right strategy, we’ll put together a report that shows the best options for you. We’ll make sure you understand your situation and we’ll take you through each option, explaining why it could work for you. It’s your decision, but we’re here to make sure you have everything you need to make it the right one.

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Step 5: Accountability

Implementing your Metis LifePlan

Of course, we don’t just hand you the plan and wish you well. When you’re happy to go ahead, we’ll take care of the paperwork and administration, but we’ll be right here whenever you need us. We’ll help you to see it through, prioritise your goals, answer your questions and keep you pointed in the right direction.

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Step 6: Proactivity

Reviewing your Metis LifePlan

And we’ll keep on doing it. We’ll meet with you each year to review your Metis LifePlan. Circumstances can change, your own and those in the market, so we need to keep checking you’re still on course. Your goals may alter over the years, and if they do, we’ll make sure your Metis LifePlan grows with you, so it’s always focused on what you want out of life.