Working with you
We take the time to understand what is important to you.
You will receive expert guidance and a financial strategy that puts you first, ensuring that the direction you take maximises your financial wellbeing. Once your strategy is in place, we regularly review it to ensure you remain on track for your goals.
Our advice process
We have a systemised approach to define how we work with you and to provide you with an understanding of what outcomes you can expect. Most importantly, we will provide you with peace of mind and give you confidence in your financial future.
Our professional costs
We aim to deliver advice and service beyond the fee that we charge and we only engage with clients where we believe we can add value.
Our starting cost to provide you with your tailored financial strategy is $4,400. We will always discuss your individual needs and agree on costs with you, prior to providing you with any financial advice.