How we work with our clients to achieve results

ASSESS
During the assess stage of our client lifecycle we take the time to understand what our clients want to achieve both in business and personally. We get a solid understanding of the clients current wealth position and also what obligations they have with other stakeholders such as banks.
We like our clients to set their 5 year Big Hairy Audacious Goal (BHAG).
Roberts & Cowling -What We Do Assess
PLAN
The plan stage is critical to long term growth of any business. Through-out the planning stage we work with our clients to understand how their dreams identified during the “Assess” stage are achieved.
Together we identify what the steps are along the way and also identify how those dreams can be protected from internal and external risks or threats.
Roberts & Cowling -What We Do Plan
INNOVATE
Through innovation real competitive advantage can be achieved. This is where we work with our clients to identify how business and accounting systems can be improved. We also identify how tax can be saved in innovative ways.
Other innovations can include new lending products that restructure the way clients hold their debt.
Roberts & Cowling - What Do We Innovate
GROW
Business growth is a key ingredient of accelerated wealth creation. The “Assess”, “Plan” and “Innovate” stages set the business up to thrive. Through the growth phase, we work to help our clients maximise their revenue and profit which in turn means that wealth will be maximised.
Roberts & Cowling - What Do We Grow
LIVE
We assist people achieve financial retirement. This doesn’t necessarily mean retirement altogether, more that we help our clients create a financial situation where they choose how they spend their time rather than being slaves to their business. We help our clients build a legacy that meant the benefits of their labours can outlast themselves. Our partnership with our clients is designed to give our clients the most important thing- choice!
Roberts & Cowling - What Do We Live