How We Work
At Calculis, we work closely with you, following our unique 6 step process, to help you achieve your specific financial goals.
- Introductory Meeting – meet one of our highly experienced Advisers for a chat to get some ideas and see if you like our approach.
- Discovery – we take the time to learn about your life, your hopes and your aspirations, in order to clearly understand your financial goals.
- Your Personalised Strategy Presentation – taking into account your lifestyle, dreams and aspirations, we present our strategy to achieve your goals. We walk you through each of our recommendations, explaining them in plain English. Developing the right strategy to minimise any tax and possible risks.
- Checkpoint – before we proceed implementing your strategy, we ensure that you clearly understand all our recommendations.
- Implementation – once you’re fully confident, we will take care of everything involved in arranging the appropriate plans. We make sure you are kept fully informed along each step of the process.
- Ongoing Review – to ensure we are on target to reach your goals, we monitor and review your strategy on a regular basis.