We meet to understand your current situation and objectives.
Are we able to assist you at this time?
We help to establish your financial goals and collect the information we need to base our advice on.
We analyse the information gathered and work with you to formulate a strategy for success.
We develop our advice and investment recommendations then present you with a written report.
When you have read and understood our advice and decide to proceed, we will establish your investment portfolio. You will be sent a secure log in to view your investments on line.
We meet with you on a regular basis to review the performance of your investment portfolio and ensure our agreed strategy is still meeting your needs.
At Saturn Advice we understand life moves in mysterious ways and that plans change. Let us help you create a richer life.