Our fees depend on the complexity of your circumstances and the advice you require. We will clearly explain our fees before you decide whether to proceed, so you know exactly what you're paying for.

We provide strategic financial advice tailored to your circumstances and goals. This may include wealth creation, investments, superannuation, retirement planning, personal insurance, debt management and cash-flow strategies.

Not necessarily. Financial advice can be valuable at different stages of life. Our role is to understand where you are today, where you want to go and determine whether professional advice can help you get there.

Your initial meeting is an opportunity for us to understand your financial position, your goals and what you're looking to achieve. We'll also explain how we work and whether we believe we can add value to your situation.

We begin by understanding your circumstances and objectives, then develop a strategy based on your individual needs. Where appropriate, we'll present our recommendations, explain the reasoning behind them and assist you with implementation.

Yes. We can review your existing superannuation and investments and determine whether they're appropriately structured and aligned with your objectives, risk profile and investment timeframe.

Yes. Retirement planning involves more than simply choosing investments. We consider your desired lifestyle, existing assets, superannuation, income requirements and the strategy required to help you achieve your retirement goals.

Yes. Where ongoing advice is appropriate, we can continue to work with you to monitor your strategy and make adjustments as your circumstances, goals and the broader financial environment change.

The frequency of meetings depends on your circumstances and the type of advice you require. We'll agree on an appropriate level of ongoing contact based on what you need.

Yes. We take the privacy and security of your personal and financial information seriously and handle your information in accordance with our legal and regulatory obligations.

No. We start with a brief 15-minute phone conversation to understand your circumstances and what you're looking to achieve. If we believe we may be able to help, we'll then arrange a complimentary 30-minute Teams meeting to discuss your situation in more detail and explain how we can assist.
There is no obligation to proceed beyond these initial conversations. If you don't feel we're the right fit for you, or you decide that financial advice isn't appropriate for you at this stage, you are free to walk away before any paid advice engagement begins.