Getting to know you is one of the most important stages in the whole financial planning process. Our clients are looking for a financial planner;

• who is trustworthy
• has high standards in terms of professionalism, integrity, commitment and is service orientated
• is likely to be looking after them over the long term
• works with many like minded clients
• is easy to get along with, ie has a rapport with their clients

To help prospective clients get a better understanding of the 50Plus process, and also learn more about it's staff, we would generally encourage an initial introductory meeting. This meeting would enable us to sit in a relaxed environment and simply have a chat about the issues that are important to you - including your expectations from us, as your prospective financial planner.

We would also encourage you to consider our Client Briefing Nights, which will provide you with a wonderful opportunity to meet with some of our team members - as well as our clients (and no doubt other prospective clients). Our Client Briefing Nights comprise small groups meeting in a relaxed environment, discussing both financial and non financial issues. They are attended by both clients and prospective clients, who typically bring their friends or colleagues along with them. 

In the past, some of our prospective clients have asked to speak with other established clients - in order to gain a greater insight into the 50Plus planning process and it's service levels. We are very proud of our services and how these are delivered. In this regard, we would welcome any request from you to speak with any of our existing clients. Simply call our office if you would like us to arrange this for you. Alternatively, the testimonials section of our web site may also be of interest to you.