Who we work with

Our initial meeting is an important first step in your financial journey, so we offer it at no cost. This is an opportunity for us to get to know you, understand your goals, and explore your unique financial needs.

Next, we begin our research and exploration phase, gathering key information from providers and assessing your risk appetite, capacity for loss, and income and expenditure. This ensures we create a plan tailored to your financial goals.

Once we have all the necessary information, we will develop your financial plan and work on your recommendations. We’ll produce a detailed report outlining the plan, so you will see our recommendations on paper, and each one will be fully explained.

You’ll have the opportunity to review the report in your own time and reach out with any questions. Once you’re comfortable, we’ll handle the implementation for you – saving you valuable time and giving you peace of mind knowing everything is taken care of.

When you work with Waterbridge, you receive a service that guides you through every stage of life. We’ll meet annually to review your plan and ensure it stays aligned with your evolving needs.