Our Approach

We involve you throughout your financial journey and provide you with the right resources to arm you with confidence and financial literacy.

We believe the financial planning process starts by having a clear understanding of your short, medium, and long-term goals and objectives. Our step-by-step process will help to build a strong foundation and a successful financial future.

Controlling your finances is not always plain sailing but simplicity is our key. Our approach helps to streamline complex financial affairs so that you can switch on cruise control.

Whether you are a sophisticated investor looking to rebalance your portfolio or a pre-retiree wanting to consolidate your retirement plans, we have a step-by-step process to ensure you understand what is going on.

Our process is quite involved and we believe that this is important. We can’t get to know you in one meeting – this is why we have several throughout the process. Check out how we do things:

Step by Step process:

1.Introductory Phone Meeting (Discovery)
This is a complimentary meeting to understand very quickly if we will be able to provide value and if it is worth setting up a face to face meeting. We will spend 20 minutes over the phone so you can ask questions and we can fill you in on the process.
2.Face To Face (Analysis)
At this meeting, we need to get to know you and define your goals and expectations. We go over the process and make sure you understand how we will work with you to provide the mapping to achieve your goals. You will take away some important information. At this stage, you need to send us back a completed fact-find so we can proceed to the next step - the engagement letter.
3.Engagement Letter (Commitment)
Once you have sent us back the fact-find, we will send you an engagement letter. This document will outline the services we will provide and the exact cost. We also outline the different service packages.
4.Data Gathering and Plan Creation (Recommendations)
This is a very important part of the process and your plan starts to take form. Based on the information gathered and the full analysis, our team will start to work on developing the strategies and recommendations that are going to help you achieve your goals.
5.Presentation of the Proposal (Show you how it's done)
At this stage, we will present the advice and go over the strategies. This is another face to face meeting. We go over the Statement of Advice (SOA) and make sure you understand the different components. You take the plan with you and have 20 days to read over it and make sure you understand it.
6.Implementation (Let’s get started)
Once you have had time to go over the SOA, we will confirm all is in order. This is when we make sure you understand all of the information provided and you are happy with everything. If you would like to make, omit or add something, we will make these changes.
7.Ongoing Review (You’re on the way)
Depending on the service packages you have selected, you will become part of the EPG family and start your financial planning journey.

Our Approach

Discovery

  • This is a complimentary meeting to understand very quickly if we will be able to provide value and if it is worth setting up a face-to-face meeting. We will spend 20 minutes over the phone so you can ask questions and we can fill you in on the process.
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Analysis

  • At this in-person meeting, we get to know you and define your goals and expectations. We go over the process and make sure you understand how we will work with you to provide the mapping to achieve your goals. You will take away some important information. At this stage, you need to send us back a completed fact-find so we can proceed to the next step – the engagement letter.
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Commitment

  • Once you have sent us back the fact-find, we will send you an Engagement Letter. This document will outline the services we will provide and the exact cost. We also outline the different service packages.
FIND OUT MORE

Recommendations

  • Once you have sent us back the fact-find, we will send you an engagement letter. This document will outline the services we will provide and the exact cost. We also outline the different service packages.
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Presentation

  • At this stage, we will present the advice and go over the strategies. This is another face-to-face meeting. We go over the Statement of Advice (SOA) and make sure you understand the different components. You take the plan with you and have 20 days to read over it and make sure you understand it.
FIND OUT MORE

Implementation

  • Once you have had time to go over the SOA, we will confirm all is in order. This is when we make sure you understand all of the information provided and you are happy with everything. If you would like to make, omit or add something, we will make these changes.
FIND OUT MORE

You’re On The Way

  • Depending on the service packages you have selected, you will become part of the EPG family and start your financial planning journey.
FIND OUT MORE
FIND OUT MORE