How we
work
How we work
How we work
Our process and fees
Seeking financial advice is personal, which is why relationships, trust and transparency are at the heart of everything we do. From your very first conversation with us, we take the time to understand your goals, explain how we can help, and clearly outline the investment involved, with no surprises along the way.
Our role is to simplify the complex, guide you through life’s biggest financial decisions, and help you feel informed and supported as you navigate your financial future with people who genuinely care.
Our Process
introductory call
A complimentary 15-minute phone or online conversation to understand your needs, discuss your goals, and see whether we’re the right fit for each other. Complimentary
discovery meeting
Prior to your meeting, we will send you an email outlining the information and documents we will need you to bring along to the appointment, or alternatively upload securely through our safe and secure document portal.
During this 60 to 90-minute meeting, we will explore your current position, opportunities and concerns, and begin mapping out potential strategies.
Investment: $330 inc. GST
next steps
If we decide to move forward together, we will provide a proposal outlining the recommended scope of advice and ongoing investment.
Our onboarding investment starts from $4,500 inc. GST and varies depending on the complexity of your circumstances.
This includes:
- A personalised clarity plan tailored to your goals
- Implementation of your strategy
- Professional guidance and ongoing support from qualified advisers.
ongoing advice
Financial advice isn’t just about a one-off strategy, it’s about having someone in your corner as life changes.
Through our ongoing advice service, we work alongside you to regularly review your strategy, keep you on track towards your goals, and help you navigate changes in markets, legislation and life circumstances.
Our ongoing advice investment starts from $400 per month inc. GST and is tailored depending on the complexity of your needs and the level of support required.
We are here to provide clarity, proactive guidance and reassurance, so you can feel confident knowing your financial future continues to evolve with you.
Flexible fee options
We believe in complete transparency when it comes to fees, with all costs clearly outlined upfront so you know exactly what to expect.
We also offer flexibility in how your advice fees are paid, depending on your individual circumstances and what works best for you. Fees may be paid directly via invoice, which may be tax deductible in certain situations, or deducted from your superannuation, pension or investment accounts, or a combination of these options.
We will discuss the most appropriate and effective structure with you as part of the advice process.
