Our Services
A Sense of Clarity
When you talk with us, we listen. We’ll help you to see financial matters in a less complicated light, to learn about investments and the economy, and to understand other factors that affect your fiscal position.
KNOWING WHERE YOU’RE GOING
We all like to know where we are going, and how to get there, and that becomes even more important when it comes to financial planning. Your specifically tailored financial plan is the one that works best for you, no one else.
And while you travel along this journey, you can relax knowing that our advice is tailored specifically for you.
Enjoy peace of mind knowing that your financial planner is always focused fairly and squarely on your needs, your goals, and your dreams.
The biggest challenge for anyone who would like to start an investment strategy, discuss retirement plans, or contemplate any future financial planning is to find an advisory firm that they can trust. Completely, and wholeheartedly.
We have done it so well that the main source of new business is referrals from happy customers.
You can be completely confident that we, will, be there for you.
Our areas of expertise are scoped to:
- Investment and asset allocation advice
- Pre-retirement planning
- Retirement planning
- Superannuation (including Self-managed superannuation advice)
- Social Security
- Strategic Advice
- Budgeting and debt management
- Wealth Protection (including life insurance, income protection and TPD)
- Estate Planning
Fee for service
Because expectations need to be managed
We expect to be paid for our services. Our exposure, educational achievements mixed with policy, market and product expertise that you’ll gain access to will far outweigh the fee’s you’ll be required to pay. Sometimes we’re able to have the fee deducted from Superannuation, sometimes we’ll invoice you for the time, but every time you’ll know what you’re required to pay and what we’re doing for it before we commence work on your behalf. Generally, we aim to structure the fee in the most tax effective manner for you.
Our fees are detailed upfront using time, and specific people require to complete your task. We agree on these fees with you once we have figured out the necessary scope of advice.
We are nothing without our reputation and pride ourselves in being completely transparent in all our interactions with you.
Our fee-for-service model benefits you, in that it is not linked to financial products, volume or how much money you have, but rather your financial objectives and complexity of your situation.
