The first step is our Initial meeting, where we ask a lot of questions, and identify where we may be able to add value to your situation. If we all agree that we can help, and you want to progress to the next stage, we would detail a fixed fee for our initial advice, and any structural changes we would propose.
The purpose of the first meeting is to know what makes you happy in your life and understand your priorities. Then, we will let you know how we may be of assistance to create a realistic road map for success to achieve your life priorities through financial planning.
• Preparation of comprehensive financial plans and investment strategies
• Planning for clients in the years leading up to retirement
• Review of current superannuation and insurance arrangements
Take the next step and contact us today, you will be glad you did.
Whether you have a specific need such as looking for a better rate on your home loan, making sure your insurance cover meets your needs or you’re considering how to develop and implement a tailored retirement, wealth creation or wealth management plan, we can help.