Our most common services:
- Financial goal planning & tracking
- Lifestyle goal planning & tracking
- Retirement planning
- Superannuation (incl. SMSF & Industry)
- Aged Care
- Product & investment research
- Family Office services
- Portfolio management & monitoring
- Financial administration
- Contingency planning & personal insurance (Life & Income Protection)
- Buy-sell & key person insurance
- Business succession planning
- Family tax planning
- Ongoing relationship services & advocacy
How we help
When you understand your money and have a trusted person coaching you & taking away the grunt-work, it really is quite empowering & easy to achieve your goals.
Overcoming the barriers
Our financial planning services have additional components of education, coaching & time-efficiency, for both one-off enquiries & long-term relationships.
We will show you your options, not tell you what you should do. We display your current position & future objectives, so you can visually track & choose the best pathway for you.
You will be able to make better decisions when you are not overwhelmed, scared or basing them on mixed information. We grow your knowledge with relatable content and easy-to-understand language, allowing you to choose actions for you, without fear or favour.
Achieving your lifestyle or financial goals don’t just happen without some hurdles & work along the way, but you will get there. Like a personal trainer, we will be there to motivate, guide, support and always point you in the right direction.
Time is a barrier we help you to overcome in many ways, the obvious being taking away the research, administration & paperwork when managing your money. However, it’s much more than that. We will give you additional time back by helping you to get your decisions right the first-time & stop you doing financial tasks the long way.
Free initial consultation(s)
We want you to be comfortable with us and understand the value that we can offer before you commit to any service or relationship with us.
We think the best way to do this is to offer you at least one free consultation, where at a minimum you can ask questions, have a better understanding of your money & get some useful ideas to get you started.
While we hope you’ll pursue us further following this, we’ll be happy if we’ve at least provided you with some knowledge & motivation to pursue your goals via another avenue.
Service options & Costs
As the financial planning services that we provide are tailored to your needs, our fees are calculated by the level of advice & relationship you require.
We can receive payments in two ways; directly from a product provider or paid by you, debited from either your bank account, investments or super account (where eligible).
Before we provide any service, we’ll make sure the following is crystal clear:
- Upfront advice fees payable by you
- Ongoing advice fees payable by you
- Insurance commissions
- Any other payments received
Product payments received are generally based on the value of the product that you apply for. By law, we will only ever recommend a product that is appropriate for you, regardless of payment.