So what can you expect from your Hillross adviser?
The first thing your Hillross adviser will do is sit down with you to understand what you are looking for and gain a true picture of your situation and goals.
Our process means you get the personal approach, with time to discuss what you want. The process will involve all of the following steps.
- Meet with your Hillross adviser to discuss your financial situation
- Identify your goals, whether they are 5 years or 4 decades away
- Your adviser develops a strategy to clarify your financial strengths and weaknesses
- Your adviser works on detailed recommendations with clear targets
- Once you are happy with your adviser’s recommendations, we are ready to implement your statement of advice
- Review your needs as things change.