YOU’RE ALWAYS IN CONTROL
We believe financial advice should empower you - not overwhelm you.
At every stage, you decide whether to pause, adjust, or move forward with the recommendations we make. Our role is to guide, inform, and support you with clarity and confidence.
Our 7-Step Advice Process
To ensure you feel supported from the very beginning, we follow a streamlined, transparent, and structured process designed around your goals.
MEETING
An initial meeting helps you find out about us and helps us get to know you - your goals, concerns, aspirations, and the lifestyle you want to create now and for the future.
INFORMATION
We’ll ask you for information so we can understand who you are and what you’re aiming to achieve.
GOALS
We’ll work with you clarify your life goals. Based on your goals and situation, we craft tailored strategies designed to optimise your long-term outcomes.
FINANCIAL
We evaluate your financial situation and formulate the right financial plan for you. We consider your tax, social security and estate planning needs and develop specific recommendations.
RECOMMENDATIONS
We discuss our recommendations with you and ascertain how you feel about them.
EXECUTION
Your plan can now be put into action. We begin executing the agreed actions and help you make any changes you agree to make.
FOLLOW-UP MENTORING
We provide ongoing guidance to help keep you aligned with your financial direction - so your plan grows with you, not away from you.
For more information about True North Lifestyle and our services
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