Tailored Advice

Tailored Advice is a comprehensive financial plan, custom made to suit your individual needs. It is your strategic road map to get you from where you are today, to financial independence.

STEP 1

Initial Consult

Complete a brief questionnaire to outline your financial goals and circumstances. Following this, schedule your Initial Consultation via Zoom or phone, where we’ll explore your objectives and unique situation in detail.

STEP 2

Quote for Advice

Receive a written quote detailing the scope and cost of creating your tailored Financial Plan, ensuring complete transparency.

STEP 3

Financial Plan

Your personalised Financial Plan will be developed as a roadmap to financial independence. Once it’s ready, we’ll present it to you and thoroughly discuss the strategies and recommendations.

THE PROCESS

Getting started is easy. Simply click below to complete some preliminary information and book in your one-hour Initial Consultation. 

STEP 2: Quote for Advice
Receive a written quote detailing the scope and cost of creating your tailored Financial Plan, ensuring complete transparency.
STEP 3: Advice Presentation
Your personalised Financial Plan will be developed as a roadmap to financial independence. Once it's ready, we'll present it to you and thoroughly discuss the strategies and recommendations.
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Areas of Advice

Investing
Investing

Build investments to generate passive income so work becomes a choice and not an obligation.

Eliminate Debt
Destroy Debt

Modern slaves aren't in chains, they're in debt! Destroy your debt to free up cash flow and start building wealth.

Money Mindset
Money Mindset

There is a huge emotional and habitual aspect to money and by incorporating that into your financial plan, you're much more likely to succeed.

Cash Flow
Cash Flow

Understanding your cash flow is understanding where your money is currently going and making adjustments accordingly.

Life Insurance & Income Protection
Life Insurance

Life throws some curve balls so if you have debts and dependants then you need to protect yourself financially.

Superannuation
Super

Super is a great retirement system that unfortunately isn't very well understood. Take control of your super and maximise it's potential.

Business Owners
Small Business Owners

Small business owners tend to put all their time, effort and money into their business. Build a plan that also grows your personal assets in congruity with your business.

Retirement Planning
Retirement Planning

Retire on your own terms with enough passive income from investments to replace your earned income.

Tax Planning
Tax Planning

Tax is a necessary evil but with the right tax planning you can reduce your tax liability and use the money to build your own wealth.

Property Investing
Property

Property is a great asset class that has many unique characteristics. At a minimum you should own the roof over your head.

Ethical Investing

Ethical investing is about avoiding socially and environmentally irresponsible companies and focusing on good.

Estate Planning
Estate Planning

Don't leave your loved ones with a financial burden on their hands. Put in place a sound estate plan for when you're gone.

Education Funding

Secure your child's future with a tailored education funding strategy. We help you plan and invest effectively to cover school or university costs.

Wealth Transfer

Ensure your legacy is preserved with a strategic wealth transfer plan. We help you efficiently pass on your assets to the next generation.

Asset Structuring

Optimise the ownership and management of your assets with a strategic approach to asset structuring. Minimise tax, protect your assets and plan for the future.

Emergency Planning

We all hope for the best, but it's essential to prepare for the unexpected. A well-structured emergency plan provides financial security and peace of mind.

Strategy first

When putting together a financial plan, STRATEGY ALWAYS COMES FIRST!

Your strategy is your financial roadmap – the steps you will take on your path to financial independence. This will be the biggest driver behind achieving your financial goals.

Product second

Once you have your strategy in place, you then need the right tools to implement the strategy. The tools are the financial products and investments you adopt.

As licensed advisers, we will recommend the products and investments which we believe best suit your needs. Importantly, we are not aligned with any specific product providers, removing any potential product bias.

Financial Modelling

We have tools to model your financial position. This allows us to compare different strategies to understand the impact they may on your cash flow and net asset position over time.

By modelling your situation we can put together a Financial Plan which is projected to best achieve your financial goals and quantify the impact of our advice.  

Who is Suited

If you need a hand deciding whether or not Tailored Financial Advice is suitable for you then consider the following…

Who is Not Suited

Tailored Financial Advice is not for everyone…

For more general advice on wealth building, check out our free resources in the Strategy Library.

Does Location Matter?

No, we work with clients across Australia remotely through the use of integrated technology.

Do you offer ongoing advice?

Yes, where appropriate we may offer ongoing advice.

Under this arrangement we will assist you to update your Financial Plan as and when your situation changes. We will also assist you to manage your investments inline with our Investment Philosophy

What about cost?

The cost of the Initial Consultation is $110. This is payable upon booking and will be credited towards your fee if you decide to proceed with formal advice.

The cost to prepare and present your formal advice strategy, depends on the complexity and scope of the advice. Prices vary between $2,750 to $6,600 with the average cost often coming in around $3,300.

Post the consultation, you will be provided with a Quote for Advice which outlines a fixed fee to prepare your financial strategy.

ready to go?

If you think tailored advice is right for you and you’re ready to take that next step, click below to get started.

Still have Questions?

Finding the right person to help with your finances is a big decision. If you do have any questions fill in the form below and we will get back to you shortly.