Our Service Areas include

Our process

  1. Understand your current position

    We review your current financial position (cashflow, assets and liabilities) and discuss your goals in depth

  2. Project outcomes and identify gaps

    Using financial projection software, we model your future financial position and show you how your goals map

  3. Create a tailored strategy

    We develop a strategy to strengthen your financial position and work toward ticking off your priority goals

  4. Implement and adjust

    We implement the plan and refine the strategy as your circumstances change

How we’re Different:

As an independent financial adviser, we’re not aligned with:

  • a bank,
  • a superannuation fund
  • or any financial product

We do not receive payments or commissions from these organisations. We also do not pay or receive referral fees. The only fee we receive is the fee our clients pay.

Surprisingly, in our industry, most advisers do not meet the government criteria of being ‘Independent.’ Clients should always have confidence they are not being ‘sold’ investment schemes or products.

Our recommendations are based on your circumstances and goals, and we tailor solutions to your needs. You’ll notice the difference with other advisers as we spend more time on structuring wealth, protecting assets and cashflow analysis

How to Prepare for your first meeting with us:

  1. Reflect on your financial goals, including the stretch ones. If you have a partner, discuss your lists with each other. Don’t worry if your lists are different, that’s normal.
  2. Gather information on your assets, liabilities, income and expenses.
  3. Contact us and we can discuss next steps