Your first meeting can take an hour. In this time we address your goals and objectives, current financial position and personal situation. It is an opportunity for us to get to know you and you to assess whether we are the right fit for you. If you have brought your financial documents or copies of them, this will speed up the process. This investment of time ensures we understand you and what you are looking for.
During your first appointment, we will establish why you are seeking a revised financial strategy, what your goals are and what you expect from us. To assist us, we ask that you bring in as many documents as you can, such as photo ID, tax returns, superannuation, loan and bank statements, copies of wills, insurance details, and/or a budget.
Although this will help, we are more than happy to meet you and discuss an outline plan in the first instance before any agreement to proceed further.
Your initial appointment with Ogilvy & Haart is provided free of charge. If you decide to proceed, we will prepare an initial statement which will cover all aspects of the implementation strategy
Ongoing costs differ from person to person, depending on the complexity of your situation and the amount of work involved. You will be provided with a written quote prior to appointing Ogilvy & Haart but you can rest assured we only work on a success-based fee, with no ongoing fees.
Of course we can. After the initial meeting we will provide you with a “post-meeting pack” that will contain everything that was disguised with you along with any other relevant documents. Thsi will allow you the opportunity to read more about the strategy we have suggested and the reasons why.
We understand that our clients are busy people… that’s why we are more than happy to meet you at your home or office at a time to suit you. This includes weekends and evenings too. Alternatively, you can come and visit us at our London office.
Yes, We do offer an accounting services with one of our trusted partners who we already work with. We are also happy to work with your existing accountant too and will ensure there is a seamless an co-ordinated communication stream.