How we start work together.
Document sequence before billable work begins
Step 1 – Client Agreement (CLA)
Confirm our terms, regulatory status, and protections for you. Signing this does NOT start billable work.
Step 2 – Services & Costs Menu (SCM)
Sets out the services we can
provide and the fees for each.
You review and choose the
service(s) you want.
Step 3 – Services & Payment Agreement (SAP)
Confirms the agreed scope of
work and fees in writing.
Billable work starts only when
this is signed.
Key Point:
You will always receive and have the opportunity to review all three documents before any chargeable services begin.
Your Client Portal
Once we’re working together, you’ll have secure online access to your financial plan, documents and progress:
