Skip to content

How it works

Tell us what you need. We review your enquiry, explain who can help and set out the next steps. You decide whether to proceed once you have the scope, fees and engagement terms.

Advisers meeting with clients around a conference table

How it works

From enquiry to service delivery

  1. Tell us what you need

    Submit your enquiry and relevant background.

  2. We assess the requirements

    We identify the service and expertise required.

  3. We determine the appropriate way to handle the matter

    We may provide the service directly where appropriate and permitted, coordinate the work, or introduce an independent professional. We explain which arrangement applies to you.

  4. You receive the details

    You receive the proposed scope, fees and engagement terms, including who will be responsible for the work.

  5. You decide whether to proceed

    Professional work starts only after the relevant scope, fees and engagement terms have been agreed.

  6. The service is delivered

    The person or professional responsible carries out the work under the agreed scope and terms.

Questions

Common questions

Is there a charge to submit an enquiry?
No. There is no charge for asking us to review your requirements. Professional scope and fees are confirmed before engagement.
Who will handle my matter?
We tell you who will provide the service before work begins. If an independent professional will handle it, we identify them and explain their role.
Does submitting an enquiry commit me to professional work?
No. Professional work starts only after the relevant scope, fees and engagement terms have been agreed.
What if you cannot handle my requirements?
We tell you if the matter falls outside the services or expertise available. Submitting an enquiry does not guarantee acceptance or a particular outcome.