HOW DOES IT WORK?
Spotlight is when you’re looking for a simple, uncomplicated investing solution or life assurance plan.
We gather relevant information from you including your investing goals, preferences and circumstances and determine different ideas that may meet your needs.
THEN HAVE PLAN
Understanding You
Understanding where you want to be and where you want to get to.
Design
Discovering You
Where are you well placed, and where are the gaps.
Build
The heavy lifting
Design and development the plan that takes you from start to your destination.
Support
Reporting to you
Tracking progress, and refining the plan for any bumps in the road.
