If you’re ready for actionable financial planning advice to help you take control of your money, then you’ve come to the right place
Our approach is to help you to balance your money and your lifestyle, so you can do the things you dream about without money worries getting in the way
As a Financial Planning client, you’d get:
An Initial 15 – minute chat (via phone call) To find out what you are looking for and if we think that we will be able to help.
A 45-60-minute Initial Discovery Meeting to assess what you are looking to achieve, what is holding you back, where you are currently at, financially and walk you through the financial planning process.
A 60-90-minute Goals & Interactive Session where we talk more in-depth about your current financial position, review your spending and cash flow and how it fits with your current and future financial goals and outline how we will be able to help you.
A 60-90-minute Recommendations Meeting, which includes recommendations and advice in the following areas:
- Savings plans,
- Debt repayment,
- Investment goals,
- Personal insurance and risk protection,
- Retirement planning,
- Estate planning, and
- Tax planning
Recommendations for a superannuation fund and investment asset allocation for your retirement savings based on your current superannuation balance, age and investment risk tolerance.
Recommendations for other experts and professionals such as mortgage brokers, accountants, business advisors and estate planning attorneys.
60-minute follow-up meetings every 3-6 months, or as a major life event comes up, to check your progress and make adjustments to help keep you on track.
A Financial Planner and support team who you can reach out to any time as your situation changes.
Access to your personal wealth portal where you can view, track and control your entire financial world all in one place, as well as store all of your important documents.
- We charge a $220 Initial Discovery Meeting fee
- We charge an upfront initial advice, setup and implementation fee which starts from $3,500, followed by
- A monthly fee starting from $200 per month which covers the work we do over the year. (Our fees range based on the complexity of your situation).
We are a fee-only financial planning firm which means, we do not receive any form of commission or remuneration from any financial products, institutions or other professionals that we recommend to you.
We won’t take on any new clients unless we believe we can add value relative to the cost of our advice, which means if we don’t think we can add more value than the advice will cost then we will be upfront about that right from the beginning.
If you are unsure if we are the right fit for you and would like to find out more information.