Client support process

Scheduled check-ins and transparent documentation

Support follows a set rhythm. After each consultation, you receive written notes summarising the discussion, the reasoning behind any recommendation, and the next review date. Regular check-ins keep the plan current as your circumstances change.

Reviews are collaborative: we walk through the documentation together, confirm your priorities, and agree on any adjustments before anything changes. Phone, SMS, or WhatsApp contact is used only with your explicit permission, recorded in advance, and limited to the channels you choose.

Our commitments

How we work with every client

Three standards guide each advisory relationship.

Objectivity

Objective recommendations

Recommendations are reasoned from your documented objectives and the evidence available, with the assumptions and trade-offs stated plainly so you can judge them yourself.

Scheduling

Respect for your schedule

Consultations are arranged by appointment at times that suit you. Follow-up dates are agreed in advance, so there are no unexpected demands on your time.

Communication

Clear communication boundaries

We contact you only through channels you have approved. Each decision you make is recorded, and you can change your communication preferences at any time.