At Bastion we pride ourselves on being different to the financial planners you’ve met in the past. We develop a deep understanding of you and your money. How you feel about it and what you want to do with it. It’s only then that we can help you to meet your goals.

1.    Understanding if we’re right for each other. The planning process begins with an initial consultation to understand your financial goals and explain if we can help you achieve them. There is no cost or commitment on your part at this stage.
2.    Information gathering and research. We will discuss your goals and gather full financial details including your existing investments to fully understand where you are. Crucially, we want to understand your relationship with money and what you want from it.
3.    Recommendation. We will provide you with a lifetime cashflow forecast to help you to understand your long term financial situation. We will then provide you with a plan to meet your financial needs and goals.
4.    Making it a reality. We will put your plan in place.
5.    Keeping you on track. Depending upon your chosen level of service we will meet once or twice a year to ensure that you’re on track to meet your goals and advise you on any necessary changes.