We use our proprietary S7 Strategy framework to make sure;
This means we don't miss the important small stuff, while we’re also looking at the big picture.
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.
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.
While growing wealth can add numbers to your bank account, it can also add complexity to your financial and emotional life.
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.
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.
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:
The most common frustrations many people have with financial advice is based on three recurring problems.
We specialise in helping answer those 3 core questions for our clients. Simply put, we're professional problem solvers.
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:
Get clear about your situation and what you want to achieve.
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.
Many 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'.
We help people separate the symptom from the cause.
A 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.
The more complex the problem being solved, usually the more complex the implementation process is, that needs to be managed.
Managing 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).
The 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.
Every good decision follows a deliberate process and carefully managed framework. Put our expertise to your benifit.