At Crothers & Associates our guiding business principle is to provide an honest and professional financial advisory service to all our clients.
We’re passionate about helping people to plan for, and enjoy, a secure financial future. Our approach is a highly personal one, where we will work collaboratively with you to help you gain greater control over your finances and guide you towards the lifestyle you want to live.
The needs of our clients are always first priority. We want to get to know you and to discover what’s really important to you, as this helps us tailor our advice and services specifically to your needs. Naturally, all financial matters are discussed and explored in a completely confidential manner.
Seeing our clients thrive and enjoying the freedom to pursue those things that are really important to them is an incredibly rewarding aspect of our job - throughout the years we have helped many people achieve their goals. We look forward to discussing how we may be able to help you.
The first step in our advice process is to arrange our introductory meeting. This meeting provides the opportunity to discuss your current situation and requirements, as well as your goals for the future. We can also explore how we may be able to help you.
(6 - 8 Hours)
Should you wish to engage our services, our work begins on reviewing and assessing alternative financial models and investment scenarios appropriate to your needs and circumstances.
At this meeting we will provide you with a high level overview of our proposed strategy and seek your feedback and input.
(12- 14 Hours)
Development of the detailed strategy and recommendations and preparation of your personalised plan (Statement of Advice document).
At this meeting we will present your tailored financial strategy and explain how our advice and recommendations will help you to achieve your goals and aspirations.
(8- 10 Hours)
Once you are comfortable with our advice and recommendations, the next step is to implement the detailed strategy as outlined in the Statement of Advice.
To ensure your financial strategy remains on track to meet your objectives (as they are subject to change over time), we will meet on a regular basis to review the performance of your investments and make any necessary adjustments that may be required.
We'll work with you to develop a mutually beneficial long-term relationship that:
Peace of Mind Partnerships
Without support and guidance, the journey to your financial future can be long and aimless.
In fact most people will never reach this destination on their own. Crothers & Associates Financial Services invites you to join our financial peace of mind journey. Our professional team will work with you each step of the way to help you achieve your financial goals and dreams.
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