The Journey
Discover
Get to know each other
What's important to you?
Explore your financial DNA
How much money is coming in and going out
Plot Your Course
How much money will you need?
When will you need it?
How much risk will you take?
Allocate spending, repayments, savings, investments
Prepare to ship
Embark
Launch accounts, investments, superannuation
Wills and enduring powers of attorney
Personal insurance
