Our approach to advice
At the heart of our service is a simple promise: to provide truly unbiased, holistic financial advice.
We don’t believe in pushing products or favouring particular providers. Instead, our advice is shaped entirely around your goals, circumstances and values. Whether you're building wealth, approaching retirement or you're already drawing from your assets, we work with you to create a plan that’s flexible, sustainable and tailored to your lifestyle and goals.
How we work with you:
1. Engagement. We will meet to establish your current ‘pain points’ and evaluate how we might work together over the long-term to ease these.
2. Discovery. We will then collect pertinent information about you, your current situation and future goals, to fully understand your personal and financial circumstances.
3. Research & Analysis. At this point we will analyse and evaluate your current financial status.
4. Develop and Present. Behind the scenes we will create your financial plan and present the financial recommendations to you.
5. Implementation. Once you have agreed the financial plan with us, we will begin actioning the recommendations on your behalf.
6. Ongoing service & relationship. As is the case with any plan, we recognise that it will need to be adjusted over time to suit your ever-evolving needs and objectives, along with changes in the financial landscape (such as tax and legislative updates). The ongoing service that we provide involves regular meetings to not only review the past, but importantly to continue to collaboratively plan for your future. This service will see us update the plan along the way, helping us to ensure that you remain ‘on track’ to meet your primary objectives. If you are not, we can identify this and help you to understand the options available, so that you can act upon this.
The team here at Harris+Co will be on hand to help you to plan for the unexpected and to navigate through those major life events as and when they occur.