Our advice process is designed to deliver you financial independence and success. This isn’t a one-time event. We are not here to sell you some product and move on. It’s a relationship.
This is where we get to know you, where you are now and where you would like to be.
We charge a flat fee for our discovery sessions of $275 for Principal Advisers and $220 for Financial Advisers.
This covers the cost of researching, preparing and implementing your financial plan (Statement of Advice) and is based on a set dollar amount ranging from $1,650 – $8,800.
This will vary depending upon the scope and complexity of the advice. Should your circumstances be particularly unique or complex, our fees may vary from this range.
The fee for this service varies and is dependent on the level of support you require and the complexity of your personal situation. We are happy to discuss this aspect of our service with you during the advice process.
We have a tiered structure for our fees which are based on funds under our advice. It may be charged as a set dollar amount (starting from $2,200pa) or a percentage of your investments (up to 1.1% subject to a minimum of $2,200).
If taking full control over your superannuation and retirement plans is important to you then a self managed superannuation fund gives you the flexibility to manage your retirement savings the way you want.
Find out more about our self-managed super fund (SMSF) services.
We take a tailored approach to constructing your portfolio based on your needs and preferences so that you have a portfolio that reflects you and delivers what you need.
Find out more about our investment management services.
Once you are no longer working you will need an ongoing income so that you can maintain your lifestyle in retirement
Find out more about our retirement planning services.
Often referred to as your “nest egg” your superannuation is an important piece of your lifestyle flexibility and retirement puzzle.
Find out more about our superannuation services.
Your income is the foundation upon which your lifestyle and financial goals are built. It’s important to identify, quantify, and track all your income and expenses.
Find out more about our cashflow and budgeting services.
We understand that while talking about ‘worst case’ scenarios might not be the most exciting topic of conversation, it is a vital part of a sound plan.
Find out more about our insurance advice services.
Leverage is about boosting potential returns. Borrowing to invest or gearing provides a tax effective solution to increase the scale of investments for growth minded investors.
Find out more about our gearing strategies.