> MEETING YOU
Our initial engagement is to establish our relationship with you, and discuss how we can help you define and reach your financial objectives, goals and aspirations. You are the most important person in the process and working with us is designed to improve your financial position. Our aim is to help you to a better place through the work we do, compared to where you were when we first met.
> FORMULATING YOUR PLAN
If you decide to appoint Jalapeno as your financial advisory firm, we gather and analyse your financial and personal information. We then work with you through the different stages of our detailed financial planning process to deliver our comprehensive recommendations.
> TRUST AND OUR RELATIONSHIP
We believe high levels of service are key and regular contact with our clients is essential to us. You will hear from your adviser and our Support Team in a variety of ways, all agreed with you. We know how important it is to our clients that we are there for them.
> NEWS AND INFORMATION
Our clients receive high quality information from us including briefings, updates and market insights.