WE KEEP OUR CLIENTS CLOSE.
The ongoing and close relationship that sits at the heart of Thera One is there to make sure you’re not facing any financial challenges alone, to spare you the burdens of wealth and to give you peace of mind knowing that we’re there whenever you need us. But the journey to reach that follows a process, which generally involves the steps below, tailored to your life.
CHEMISTRY
We begin with a sounding-out meeting in which we both have the chance to know each other better. We believe that having business chemistry is crucial to achieving the very best outcomes for you, so we’ll tell you more about what we do and you’ll give us an overview of your situation, your needs and your dreams. At this stage, there’s absolutely no obligation for us to take our relationship any further, so there’s likewise no fee.
ENQUIRY
If we agree to move forward together, then we ask you to sign our Client Service Agreement and attend another meeting to tell us about your specific financial circumstances and your personal short- and long-term goals. We’ll immerse ourselves in your world to understand you and your aspirations as deeply as possible.
SCRUTINY
We’ll then carry out our proprietary and highly detailed research and analysis to find out the best ways to achieve the financial life you want, with options that best suit your particular circumstances.
STRATEGY
We’ll pull together our recommendations into a full, financial-life strategic plan that we’ll then present to you, showing exactly how we landed on it so you can be 100% sure you’re making fully informed decisions about your future.
DELIVERY
We then put our recommendations into action, at the same time assuming the role of focal point for any other existing financial services you may be using, so that everything wealth-related is in one place. And of course, we’ll keep you fully informed as the plan takes shape.
CONTINUITY
We can speak or meet as little or as often as you’d like, but we’d recommend at least bi-weekly as a starting point. As we stay on top of all the moving parts of your wealth, we want to keep you updated frequently, as well as exploring constantly evolving ideas around ways we think may work better for you and your situation.