Our proven, stress-free process…

1. Have a complimentary initial call or meeting:

   Let’s get to know each other, see where we can help, and clarify the costs and steps to create your plan.

2. Understand your situation and goals in detail:

   Once you’ve agreed we’re a good fit, we’ll need to ensure we have all the relevant facts and figures on where you’re at and where you’re trying to get to - including super, investments, debts, income & expenses.

3. Create a Tailored Plan:

   Based on your input on goals and preferences, we’ll create and explain your initial financial plan. We’ll incorporate all the right strategies, look at investing in the right financial markets for your level of risk appetite, and advise on the right specific investments or products for you.

4. Implementing Strategies Together:

   At the pace you’re comfortable with, we’ll work with you to put things in motion, implementing as much as possible on your behalf to reduce your admin burden and ensure things go to plan.

5. Ongoing reviews and updates:

   Achieving big goals requires periodic reviews and adjustments, with changes to life, legislation and markets all capable of pushing things off course. Most commonly, an annual review is ideal to keep things in the best possible shape, though some clients prefer a more or less frequent review.

Our Approach on Fees…

We are committed to ensuring you only pay for a plan that is of value to you, and we are confident that our fees will be fair in terms of the result you will get and the effort we will put into your plan.

After an initial free introductory meeting to establish your circumstances and needs, all costs are agreed upfront prior to proceeding on any services discussed or advice being provided, so there are no surprises.