How We Work

Seeking advice for the first time can be daunting and we appreciate that you may want to understand a bit more about the process and the costs involved before you speak with us.

Our approach is simple. We will arrange a time to meet with you at your convenience. This initial meeting is free of charge and we will advise you of what to bring to get the most out of the meeting. Most of our clients prefer to meet in our offices to see first hand how we work but we also meet with clients in their homes if this is preferred.

During this initial meeting we will discuss your values, lifestyle goals, relationships and priorities, as well as your financial life. This is important, as financial goals reflect lifestyle goals. We will provide a ‘health check’ of your current financial situation and advise where we can add value.

In some cases we can see that our clients already have an appropriate and successful financial strategy in place. If this is you, then rest assured we will be openly delighted that you have a successful strategy and won’t require our services. We are only interested in working with clients where we can add value.

If we can add value to your financial life, you can decide whether you’d like us to go to the next stage and develop a personalised financial strategy for you. Whatever type of solution you are seeking, we will then prepare a document called a Statement of Advice containing our recommendations. Before we prepare this document we will always discuss the fee upfront.

The financial plans we develop typically involve a combination of superannuation, taxation, investment, insurance and wealth creation strategies customised to suit your unique situation.

We prefer to meet with our clients regularly to review and measure progress towards your goals. This way, as new opportunities or concerns present themselves we can adapt your strategy accordingly.

If you find our advice useful chances are you have a friend, colleague or family member who may also appreciate some financial guidance. If you refer to them to us, we will arrange to meet with them free of charge.

We are committed to ensuring your experience with us is both comfortable and stimulating. Talk to us today to arrange your meeting.