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 2
Initial Consult
An initial chat about your financial situation, goals and objectives.
STEP 3
Quote for Advice
A written quote outlining the scope of advice for your financial plan.
STEP 4
Fact Find
If you choose to proceed with Tailored Advice, we will embark on a detailed fact finding journey.
STEP 5
Advice Presentation
Your Tailored Financial Plan is presented to you. This is your roadmap to financial independence.
THE PROCESS
Getting started is easy. Simply click below to complete some preliminary information and book in your one-hour Initial Consultation.
Areas of Advice
Investing
Build investments to generate passive income so work becomes a choice and not an obligation.
Destroy Debt
Modern slaves aren't in chains, they are in debt. Destroy your debt to free up cash flow and start building wealth.
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
Understanding your cash flow is understanding where your money is currently going and making adjustments accordingly.
Life Insurance
Life throws some curve balls so if you have debts and dependants then you need to protect yourself financially.
Super
Super is a great retirement system that unfortunately isn't very well understood. Take control of your super and maximise it's potential.
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
Retire on your own terms with enough passive income from investments to replace your earned income.
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
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
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.
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…
- Are you at a cross roads with your finances and not sure which path to take.
- Do you want to do more with your money but not sure how.
- Are you time poor and don't have the capacity to effectively manage the finances yourself.
- Do you have a burning desire to achieve financial independence
Who is Not Suited
Tailored Financial Advice is not for everyone…
- We tell it how it is. For the process to work you need to accept constructive criticism.
- Improving your financial position is about changing your habits. You must be willing to change.
- We get paid by charging you a fee. If you're not willing to pay a fee for advice, check out our YouTube channel where we put out general information for free.
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?
We operate on a fee for service basis.
The upfront cost to prepare and present a formal advice strategy, tailored to your needs, starts at $2,200 inclusive of GST. It may increase from there due to complexity and scope of the advice.
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.
