Process

process

So what can you expect from us?

Commitment

Integrity

Professionalism


From the moment you first contact our office, you will be welcomed by one of our skilled team members, who will listen to your request and from there determine how best to assist you further.

It may be that your request can be managed efficiently by one of our support staff, or you may require more specialist assistance from our principal adviser, David Lakey.

We will then arrange a time for you to personally meet with David to undertake a thorough analysis of your needs, whether that be for you as an individual, your family or your business.

From this meeting a tailored plan will be developed that meets your specific needs, goals and objectives, which will be presented and fully explained to you at a subsequent meeting.

Once you appoint Nexus Life we will work with you to implement your plan as we build a long lasting relationship that will involve regular contact and reviews to ensure you remain aligned to your goals and objectives.