The Cesta Way
As Frank Sinatra once said, "I did it my way", and that's exactly how we approach financial planning… our way. There’s no such thing as too much contact or too many questions. We make it personal, flexible and seamless.
01
Embark
Your financial plan is about you, not us. That’s why we begin with an initial, no-obligation meeting where we gain an insight into you, your family, your circumstances, values and objectives. From the very beginning, we ask the right questions to uncover what your ideal future looks like.
02
Explore
After that, we’ll send you our easy-to-use electronic fact-find document, where you can share details about your personal and financial circumstances. This sets the stage for our exploratory meeting, where we talk in detail about your situation and what you hope to achieve.
03
Navigate
Once we agree that we can add real value to your life, we’ll provide a clear agreement that lays out the costs involved. With that signed, sealed and delivered, we can move on to the really exciting part: achieving your financial goals with our advice and recommendations.
04
Envision
Once your plan is ready, we’ll send you a clear written summary of our recommendations, breaking down what we suggest and why. We know financial terms can feel overwhelming, so we keep things simple. We always enjoy catching up, so we’ll sit down with you to walk through everything.
05
Realise
When you’re confident in our recommendations and ready to move forward, we’ll take care of the rest. Our team will oversee everything and keep things running smoothly. We’ll check in after 30 days to ensure you’re happy and answer any questions that may have come up.
06
Sustain
It might feel like the final step but, really, it’s just the beginning of our ongoing advice journey. We’ll review your circumstances annually, revisit your goals, update your cashflow plan, and make sure everything still fits your needs. We love connecting with our clients, so we encourage you to engage with us and stay involved in the planning process.
Riding the tech wave
Thanks to modern technology, we spend more time where it counts. With fewer administrative tasks to handle, we’ll have more meaningful conversations and give you our full attention.
Technology allows us to make the most of our meetings together, so we can listen to your goals and concerns without distractions, ensuring every moment counts. And there’s no need to worry; our personal touch remains at the heart of everything we do.