A streamlined process that saves you time

  • Initial enquiry

    We learn about your business goals and challenges.

  • Discovery meeting

    We scope your needs

  • Formal agreement

    We outline deliverables, pricing, and structure.

  • Onboarding & integration

    We seamlessly connect to your systems (XPLAN, risk profiling, planning tools).

  • Portfolio delivery

    We construct, review, and deliver client-ready portfolios and documentation.

  • Ongoing support & reporting

    We continuously provide insights, updates, and collaborative investment committee input.

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Pricing options

Option one

Portfolio construction model

We handle implementation, reporting, and support—fees drawn from the client investment.

Option two

Consulting model

Work alongside us to build portfolios—fees are adviser-paid.