How We Work
Complete Online Questionnaires
Click the link to complete the 5 min financial health check and the About you questionnaires. We can help you best when we have an idea of what is important to you financially and where you are now and more importantly where your would like to be this time next year and at later stages in your life.
1st Meeting
Complimentary Initial Discussion
Our initial meeting is all about you and is filled with questions, discussions and generally interesting conversations. We may discuss things that you have never been asked before such as your goals, your ambitions and your wants and needs.
Cost: $0.00 (If you come to our office or we meet online, if we come to you it may cost you a cup of coffee!)
Investigation, research & collect information
In order for us to help you plan for your future we need to understand where you are now. We, will begin to collect all of your important information together so that we both have a clear picture of everything you OWN, OWE and CONTROL, as well have an idea how these fit together with your future plans.
Cost: $660.00 (For us to do some investigative work and present you with a proposal document outlining how we can help)
2nd Meeting
Present findings & proposal document
Once we have an understanding of where you are now. We can discuss any issues or concerns that we may have found in our investigation and outline where we believe we can provide assistance moving forward. At this meeting, we will discuss the costs to continue with our advice, and providing that we are both comfortable, our working relationship will begin.
Prepare your Statement of Advice
This is where we start to bring together all of the pieces of your financial puzzle. We will research the strategies that will achieve your objectives and then determine which products, policies and which people that we will need to work with to bring together your plan and make it happen.
Cost: $375.00 – $1,500 (Depending on how much help or advice you need)
3rd Meeting
Present our recommendations
We will present to you your Personal Financial Plan and send some time going through all of the details of our recommendations. Most importantly outlining why we believe it will be the best course of action to help you reach your goals but also highlighting any risks or questions you may have.
Agree and Implement our advice
Once you are comfortable and agree that this is the best direction for you, we can begin to bring together your plan and put any changes into place.
Cost: $375.00 – $1,500 (Depending on what advice you want to take action on)
Review on a Regular Basis
We offer a range of ongoing service programs to help you keep on track with your financial and lifestyle goals. Together with you, we will agree which program is suitable for you individual circumstances and provide you with as much or as little help you may need along the way.
Cost: $45 pm – $200pm (Depending on how much ongoing support you need to keep you on track)
