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I love that you take a holistic approach to wealth and a wealthy life. It's really got me thinking about what is really important to me.  Thank you
Deb Leighton

Frequently Asked Questions


What process do you use in your work?

The Blue Edge Process involves a series of steps, customised for each client. During our first meeting, we will evaluate your financial circumstances and at the same time you can evaluate our style, expertise and way of working with you. You will notice the difference at Blue Edge in the depth of the questions we ask. Once we prioritise what you wish to accomplish we will make suggestions on how you can achieve your goals.

During our second meeting, you decide how you wish to proceed. There will be a lot of education/explanation/”what-if” discussions at this meeting. We will discuss of our fees during this meeting so that you are making an educated decision. Then, we begin the paperwork to take the plan from idea to reality.

From then on, the process is one of taking care all paperwork gets completed so that your plan is properly implemented. We review the progress of your plan, report back to you on how your investments are doing, meet with you regularly to make sure your plan is still on target. We communicate by phone calls, in writing, by e-mail and fax, depending on what works best for you.

We are always available as the circumstances in your life change.


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