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.
Areas of Advice
Our advisory team is licensed to provide advice in the following areas:
Financial Planning strategies
Self-Managed Superannuation advice
Securities and investment advice including ethical investing
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.
Armed with your financial plan you can decide if you would like to implement recommendations in part or in full.
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.