How we do it


We educate, give holistic advice and empower our clients to make smarter financial decisions throughout their lives

1. KNOW WHO YOU ARE

4. CONVERT DESIRE TO NUMBERS

2. UNDERSTAND YOUR POSITION

5. IMPLEMENT STRATEGY & SOLUTIONS

3. IDENTIFY YOUR LIFE GOALS

6. COMMENCE MENTOR PROGRAMS

We work closely with you to design your financial plan and help you achieve your financial goals


Your first meeting with Beresfords


The purpose of our first meeting is to understand who you are and what is truly important to you. We talk about your values, goals, the important people in your life and what an ideal relationship with a trusted adviser would look like.

We also gather enough information to understand where you are financially today and where would you like to be in the future.

We discuss how we work with our clients and answer any questions you may have.

Watch our first meeting video

Contact


When you contact our team, we will be able to advice you on our 1st meeting process and our services, identify your needs and explain where to from here. Our team will be also able to answer any questions you may have. Your personal goals and planning needs are unique and require a customised strategy.

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Get in Touch


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