EGU uses a framework based on a five step process as designed by legendary investor, Ray Dalio.
Step 1 - Goals
Have clear goals.
Your first meeting is an obligation free consultation with an EGU partner and is focused on you and your goals for the future. Your goals may be growth and longevity, regaining control over cash flow and tax bills, or perhaps maximising opportunities while overcoming business roadblocks. Wherever you are right now, as an individual or business, we want to hear your story and your goals for the future.
Step 2 - Problems
Identify and don’t tolerate the problems that stand in the way of your achievement of those goals.
We will help you identify possible problems that may prevent you from achieving your goals. We we also help you work through problems if they arise after you have implemented your financial strategy. A partner of EGU will be there to support you every step of the way.
Step 3 - Diagnosis
Accurately diagnose the problems to get to their root causes.
As with every step of the process, an EGU partner will continue to be your point of contact. They will help you to take a step back, to reflect and really distinguish the symptoms from the disease. This is important as you don't want to jump to quickly to solutions. We offer a genuinely personalised experience and we are always contactable. We want you to understand your financial strategy and feel confident about your financial future.
Step 4 - Design
Design plans that will get you around them.
We align our unique one-on-one approach with our combined 65 years experience to build you a tailored financial strategy. We will clearly and succinctly show you what needs to be done for you to achieve your goals. In doing so, we ensure that we make a meaningful difference to your financial future. We offer practical and cost effective solutions that you can understand and implement.
Step 5 - Doing
Do what’s necessary to push these designs through to results.
You don’t have to implement the financial strategy alone. A partner of EGU will be there to help you implement your financial strategy. Furthermore, a well executed financial strategy is just the beginning. In a complex and ever changing world, we regularly monitor your financial strategy and direction to make sure they remain aligned with your goals and requirements.
