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How to become an EnVision Client

As Business Advisory Specialists, we help people focus on their business, so they can achieve their next success.
Our highest priority is providing the best possible outcomes and value to our partnering businesses by offering tailored advice which aligns with their business and personal goals. 

The only way to provide this level of advice is to be fully informed and aware of our clients current and future wealth position which includes awareness of several areas, not just their financial position. 

This level of awareness requires our clients to be fully engaged in the advisory process.  Putting it simply, the more a client values the advice we provide, the more value we can provide as business advisors.
Step 1

Let’s get to know you & what you are seeking.

  • Are you looking for personalised advice that aligns with your business and personal goals?
  • Are you willing to share your current and future wealth position, including areas beyond just finances?
  • Are you ready to commit to further development of your business?
  • Are you ready to be fully engaged in the advisory process and will value the advice we provide?

If you answered yes to these questions, then we'd like to invite you to complete our Prospect Customer Profile.  Once returned to our Office, one of our Advisors will review your profile to identify how we can support you. 

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Step 2

Let’s further discuss your needs and identify a plan. Book a chat!

Once we have received and reviewed your Prospect Customer Profile, we’ll be in touch to organise a 30-minute discussion. Here we’ll chat about your goals, concerns, and challenges.

In this session we’ll identify what we can do to help you, whether this be: tax, bookkeeping, business advisory, accounting, cash flow management services or our Wealth Builder Program.

Step 3

We'll compile our recommendations

Using all the information we have collated, we'll compile our recommendations into a proposal. Keeping your goal at the fore-front of our minds! 

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Step 4

Review the Proposal

You’ll receive a proposal which will clearly define what services we recommend, and the costs associated.

Step 5


Once we receive your acceptance, it’s time for us to get to work and be your essential adviser!