We help grow and protect your wealth
It’s a pretty simple concept – we put together tailored financial plans so you can reach your money goals.
THE PROCESS
- First Meeting: Obligation free chance to meet up to discuss your personal situation, goals and objectives.
- Quote for advice: Once we have an understanding of your situation and what it is you are trying to achieve we will provide you with a written quote to put together a formal financial plan.
- Information collection: We collect all relevant information about you and your financial position.
- Advice delivery: We will prepare and present a written Statement of Advice which is your road map to achieve your financial goals and objectives.
- Ongoing: Armed with your financial plan, you can choose to implement it yourself or there will be the option to have us as your ongoing Financial Adviser.
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 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.
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 $1,100 inclusive of GST. It may increase from there due to complexity and scope of the advice.
In some instances you may be able to fund this cost via your superannuation. You will always be provided a fixed quote for our service prior to any financial commitment being made.
Who is suited
If you need a hand deciding whether or not tailored advice is suitable for you then consider the following…
- You are at a cross roads with your finances and not sure which path to take.
- You want to do more with your money but not sure how.
- You are time poor and don't have the capacity to effectively manage the finances yourself.
who is not
Tailored financial advice is not for everyone. If the following applies to you then maybe consider DIY advice…
- We tell it how it is. For the process to work you need to accept productive 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 free DIY advice.
ready to go?
If you think tailored advice is right for you and you’re ready to take that next step, get in tough below to start the conversation.