What to expect


At One we make it our priority to ensure that once we have your trust and commitment, we clearly outline what will occur.
 
The first step is to explain what fees you will be charged.  You will find that One’s financial advice comes at a fair price and tailored to your investment objectives.
 
We will then request that you complete a financial questionnaire that will enable One to understand your financial and personal situation in detail.
 
Only when One receives this information and we have a clear and detailed picture of you, your financial and personal position (including your dreams and goals), do we start preparing your individualised financial plan.
 
Once the financial plan is completed, we will present this to you and seek your approval.  Once approved it is then put into action.
 
In short, One understands it is your money, your life, your future.  We know how critical our advice is to give you what you want for your financial future and dreams.

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