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Areas of Advice

HOW WE CAN HELP

Our clients are our number one focus! We provide you with the opportunity to commence a journey with us to shape your financial future so that you can enjoy what is important to you in life.

 

We believe relationships are everything when it comes to the advice journey and we aim to take care of you every step of the way.

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Areas of Advice

Our advisory team is licensed to provide advice in the following areas:​

  • Financial Planning strategies

  • Superannuation advice

  • Self-Managed Superannuation advice

  • Securities and investment advice including ethical investing

  • Retirement Planning

  • Debt and cashflow management

  • Social Security advice

  • Saving strategies for home buyers

  • Personal Insurance advice

  • General estate planning advice

  • General tax planning advice

Financial Advice Process

​Our process and what to expect:

1. First Meeting

Obligation free chance to meet up to discuss your personal situation, goals and objectives.

2. Information Collection

With your permission, we collect all relevant information about you and your financial position.

3. Quote for advice

Once we have an understanding of your situation and your goals, we will provide you with a quote and a formal financial plan.

4. Advice Delivery

We will prepare and present a written Statement of Advice which is your road map to achieve your financial goals and objectives.

5. Implementation

Armed with your financial plan you can decide if you would like to implement recommendations in part or in full.

6. Ongoing

You can choose to be part of our ongoing service arrangement whereby we will review how you are tracking towards your goals and make sure that we keep you on track to achieve these.