Elegant Solutions hosts two Client General Meetings (CGM) each year for its clients and their guests.
Our meetings are designed to educate you about the various and diverse issues regarding Financial Planning and Tax. To do this we invite a range of talented and informed specialists to discuss, enthuse and inspire you about what is often seen as a dull subject.
Our job at Elegant Solutions is then to motivate you to make the right choices and take the appropriate action (which may be to do nothing).
We appreciate that some of our clients require advice on a less frequent basis than others. Our clients have told us that they use the CGM to touch base and be kept abreast of the latest developments; even if they feel unlikely to require additional advice at that point. Often the CGM raises issues about which they were unaware.
It is only should you feel a follow up meeting would be useful that we would invite you to come and see us. This is when we would look at the particular issues about which you were concerned.