45-min call scheduled at your convenience to understand your financial goals and objectives
We scan the market for the solution to match your requirements - Detailed advice report.
One-on-one appointment for Adviser to ensure you have a full understanding of the advice.
Pre-completed application pack securely couriered for you to review, sign and return.
CJ processes your application and keeps you updated throughout the process until complete.
Your Adviser updates you on your portfolio growth and on track with your finances goals.