Overview Of Process

Our Approach

A brand new process

We consider all of your personal wealth, including any pension entitlements, to analyse and provide clear figures and professional advice – for today and tomorrow.

overview of process
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    Get In Touch

    Email or call our friendly team of professionals today. We’re happy to tell you more about us and how we can help.

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    Book a Free Consultation

    Our consultation is free and there is no obligation – or pressure from us – to sign up or commit. It’s a great opportunity for you to find out more.

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    We'll Establish Where You Are At

    We’ll work with you to find out where you are at right now, where you want to go and explore what’s possible.

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    We'll Create a Custom Plan

    We’ll create a full Advice Statement (Combined Statement of Advice and Credit Proposal) and work out if a reverse mortgage / equity release facility is a viable and long-term strategy for you (calculated from now until at least age 95) and most importantly – which product is the best one for you.

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    If You're Happy, We Can Sign You Up

    If you’re happy with your personalised plan and would like to proceed, we’ll invite you to officially sign up for our service and pay our fully disclosed, upfront service fee.

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    We'll Provide Ongoing Support

    That’s not the end. We’re here to provide ongoing support and will stay with you and guide you for the long-term – making sure your current plan is still the best one for you.

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    And Continuously Collaborate

    We’ll happily work with your family, as well as your trusted adviser, if you already have one: e.g. your financial planner, mortgage broker, accountant or lawyer.

We can help you maximise your retirement income

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