Stage 1: Foundation

The Foundation years of life are fast moving and often filled with both exciting opportunities and uncertainty. This stage is typically characterised by first experiences of full-time employment, purchasing or renting a first home, and starting a family, and it's rare to find a long-term financial strategy or plan in place. For many it’s a matter of learning as you go and taking advice from friends and family. We often find that by the time people leave this stage they are at a point where they feel the time is right to begin developing a much clearer vision of what they want their wealth to achieve, and are often in a position to seek advice.