Our Process

The best lessons are learnt from someone who's been there before The best lessons are learnt from someone who's been there before

Every good decision follows a deliberate process and framework

There is great value in a great decision.

Our S7 FrameworkWe use our proprietary S7 Strategy framework to make sure;

  1. we first understand your situation, then
  2. understand how you got there, and
  3. where you want to go now

This means we don't miss the important small stuff, while we’re also looking at the big picture.

Why do we have a Strategy Framework?

Simple. This ensures we gather all the pieces to your story first, before we even start thinking about whats possible.

The process is deliberately similar to an airline pilot completing their formal pre-flight checklist prior to takeoff.

Our experience has been, the best solution to a problem depends on the best start to its diagnose.

Getting good at good decisions

Good judgment is hard to define and harder still to acquire. Certainly, some part of good judgment seems to be innate: connected with having a balanced character and understanding of people. But we believe that 'good decisions' can be improved with practice and using a framework to achieve clarity on the strategy.

By using a strategy framework, you increase the chance of challenging others current thinking and therefore learning something newDrew Browne

Yes we said 'challenge'. If your financial adviser is not stretching your thinking, challenging your default attitudes and helping you achieve something bigger,  then maybe you need to be working with a more experienced adviser like Sapience.

The problem of managing complexity

While growing wealth can add numbers to your bank account, it can also add complexity to your financial and emotional life.

Our process framework

Some people can work through the framework quickly in a single conversation. Others may like to take a few weeks. Regardless of how you like to make financial decisions, we can help manage the process for you.

  • You make the decisions, we'll bring them to life.

The philosophy behind our framework

Many time poor people take a DIY approach to their important financial decisions without understanding the runaway impact if they get it wrong. It's a bit like going to a public lecture on brain surgery, going home with a bread knife and trying to remember where to make the incision. Don't make key decisions without our insights.

Sapience is all about the bigger conversations between real people

What you get from talking with a real-life person is not a conceptual framework or academic theory, but an experienced point of view integrated into a personality. Our philosophy is based on the belief that:

  • Successful people deliberately protect and provide for themselves and those they love and are responsible for. They understand the better they do, the better people around them do as well.

The most common frustrations many people have with financial advice is based on three recurring problems.

  • Not knowing what's possible
  • Not knowing what's practical, and
  • Not recognising the practical sequence of steps about deciding what to do first.

We specialise in helping answer those 3 core questions for our clients. Simply put, we're professional problem solvers.

Our S7 Framework leverages 7 core steps

Connect

Let's get acquainted first and make sure we're a good fit to do business together. We seem to work better with people looking for a longer term relationship. We expect we'd both like to know:Connect

  • Are we the type of people you could see yourself doing business with for the next five years?
  • Can we add value to your financial life?
  • Do we challenge your thinking and could you see yourself doing business with us?
  • Should we do business together?

Clarity and Goals

Clarity and GoalsGet clear about your situation and what you want to achieve.

  • You first need to get clear about your 'why', before you can make a decision about your 'how'.

We're good at helping you do that because we're professional problems solvers with over 20 years experience working with a diverse range of people, and we've seen a lot.

Strategy

StrategyMany attempts at strategy lack a clear diagnosis.

A strategy is not a set of goals or a collection of big ideas; it's an approach towards thinking about how to help shift your thinking from 'what needs to be done' to 'why it's being done'.

  • Many people and business owners miss the strategy step and end up rushing off into a binge of DIY and usually end up getting lost in treating the symptoms, not the actual cause.

We help people separate the symptom from the cause.

Plan

PlanA good idea without a plan to bring it to life, is just a wish. The key to achieving anything meaningful is to have a plan with a deadline.

But a plan by itself is useless unless you first know what's possible, what's worth focusing on first and what's the right sequence of actions you need to follow.

  • Writing a plan down ensures that important steps are understood and the roadmap ahead is clear.

Implementation

ImplimentationThe more complex the problem being solved, usually the more complex the implementation process is, that needs to be managed.

  • Even the best laid plans never put themselves to work - people do.

Track Progress

Track ProgressManaging the progress of the many different people and processes in your strategy, protects it from stalling or slipping through the cracks (or not completing at all).

  • Rome wasn't built in a day, so good plans usually take time to build too.

Adjust and Review

Adjuts and ReviewThe one constant in life is change. How we anticipate and react to change is a key indicator of our ability to continue to be successful.

  • Keeping in touch and staying current as situations and circumstances change, is important to make sure your strategy continues to fit your life.

Every good decision follows a deliberate process and carefully managed framework. Put our expertise to your benifit.

If you'd like to know more about our S7 Framework and approach to working with complex situations, contact us here for a confidential chat to see if we can help you.
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