Initial Discussion
A brief conversation to understand your advice enquiry and introduce our services.
Discovery Meeting
A detailed first meeting to explore your circumstances, goals, objectives, and concerns — to also establish if we are the right fit to help you.
Research & Strategy Development
Working behind-the-scenes gathering data, conducting analysis and research before crafting a personalised strategy tailored to your specific needs.
Advice Presentation
A Second meeting to discuss your personalised strategy in detail and explain how it aligns with your goals.
Implementation
Taking action to implement your tailored advice plan, managing the entire process from start to finish.
Review & Reflect
Conducting annual reviews to revisit your circumstances – ensuring your plan evolves with your life and goals and adjusting as needed.
Why Choose Fintego Advisory?
- Clarity: Transforming complexity into simplicity, helping you see the path forward with confidence and peace of mind.
- Insight: Uncover what truly matters to you. Enabling strategies that align closely with your life risks. Every plan is built around your lifestyle, goals, and stage of life.
- Partnership: Financial advice isn’t one-off — we’re here for the long term.
Book your first conversation with us — obligation-free.
