Becoming a client with us is as easy as it is rewarding. Click here to fill out our information request form and we will contact you shortly

On receiving your enquiry we invite you to come to our offices for a preliminary meeting, or if this is not possible at your place of work or home. There is no charge for this one-hour meeting, and no obligation on either side.

Prior to our initial meeting, we ask that the 'Financial Questionnaire' is printed and completed as much as you can, to allow the adviser to gain an understanding of your circumstances, and to identify your needs, objectives and tolerance for risk.

The benefit of this to you, the client, is that the initial meeting with the adviser is not spent on gathering basic data but rather this time is used to gain a greater depth of knowledge about your position and a greater understanding of your past experiences and your future financial goals.

This meeting is also an opportunity for you to ask as many questions as you like about our adviser, the company and how we will be able to assist you.

Once this has been discussed you then have the choice to engage the services of Bluestone Asset Management Ltd. and the team for the preparation of a strategy to work towards your goals and objectives.