Our Process

Our goal is to ensure each client receives tailored financial advice around the protection of family and assets whilst maximising any government and tax benefits, with the ultimate goal of helping each client retire with more.

1. Discussion, Fact Find and Review

2. Personal Strategy Construction

We explore your options in terms of superannuation solutions, wealth protection, TTR and retirement planning, tax reduction and mortgage and lending solutions.

3. Preparation

We gather information on your current financial situation, identify your goals and understand your risk profile.

4. Presentation

We unveil your tailored Statement of Advice (SOA) with educational information to explain strategy and investment concepts, features, benefits, risks, fees, charges and product disclosure statements.

5. Implementation

As required, we set up new or transfer existing investments and structures; assist in establishing margin loan facilities; establish an SMSF; consolidate or roll over existing superannuation accounts; put in place regular contributions; and take out insurances.

Book a planning session

We offer a private planning session to all prospective clients, free of charge. We run through your personal situation and find areas that we can help you improve upon. No obligation and pressure free.