A Doctor’s Approach. We work with our clients by following a Doctor’s Approach. 1. DiagnoseThoroughly understand your circumstances, needs and what you wish to achieve by asking carefully planned questions. 2. PrescribeA solution is formulated as the result of comprehensive research and in-depth study based on the information collected. 3. ReviewRegular ongoing meetings are required to ensure the plan and strategy implemented continuously meet your needs and bring you to your destinations. The following diagram shows the main areas that we can work with you to make difference WHY DO I NEED A FINANCIAL ADVISOR ?