Getting Started With PFA

We Work With You, Not Just Your Money

Our mission is to provide financial advice and support that allows you to live the life you want. We can help make your life more rich and fulfilling. In order to do that, we work with you to create a picture of your future and then map out the path to get you there.

The Process:

Step 1: Introductory Phone Call

As you’ll probably have seen by now, we want to know you. This starts with a short phone call which can be initiated by you or you can book a time for us to call you.

On the call you are welcome to ask any questions you might have. If you’d like we can also tell you a bit about the firm and our client base. It’s so that if we meet in person for the first time, it’s not the first time we’ve spoken.

Step 2: Exploratory Face to Face Meeting

The face to face meeting is to get to know each other better. We’d like to hear about your life journey thus far, to speak with you about your life and wealth goals and to learn more about your financial position - in short, your story.

Step 3: You Financial Life Plan

After the meeting we’ll sit down and draft up a document which will be a roadmap for your financial future. You’ll get access to the ‘proposal’ and will have time to think about whether working together is the right choice for you.

If you want to go ahead, we’ll activate the plan and start working toward your goals, together.

Ongoing

The team constantly monitors your progress and outcomes and we typically meet face to face a couple of times a year. If you have any questions, you have access to your account through a digital portal and we are always just a call or email away.

Visit the fees page to learn more about the payment structure and how we’re compensated.