What We do
Our Services & Process
What we Offer
Our Services
Pre-retirement
Planning
Retirement
Planning
Self-Managed
Super Funds
Wealth
Management
Debt and Cash Flow
Management
Family
Protection
Our Process
Helping you achieve your goals
Unpacking your financial goals and needs can feel big. It takes time to build trust and understanding and that’s why we ensure that you feel comfortable and confident throughout the journey with our process.
1. Initial Consult
This cost and obligation free meeting is where we get to know one another, we understand your current situation, develop your goals and address any concerns you may have when it comes to Financial Planning.
2. Concept Meeting
This meeting is where we recap on your goals that we have developed in our initial consultation, we spend time illustrating the mechanisms that can help achieve your goals.
3. Advice Presentation
This meeting is where we present our formal advice through a Statement of Advice Document, we spend time recapping on the strategies that have been developed and sign all the paperwork to implement your advice.
4. Growth Meetings
Growth meetings are for those clients that want someone to keep them accountable, to remain on track with their financial goals. These meetings offer a chance to analyse and re-evaluate your situation and to ensure that your strategies remain aligned to your goals.