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 what's 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 new
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.
And we understand that life is busy and talking about insurances or income protection, estate planning or money matters - may not be at the top of your list, like it is for us.
We appreciate our clients like to move at their own pace and learn about their options first. That's why we Blog and follow a deliberate Process, so we don't miss a thing.
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.
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.
Every good decision follows a deliberate process and carefully managed framework. Put our expertise to your benefit.