We provide independent financial advice to professionals, busy families and individuals who want to take control of their money and give themselves certainty that they are heading in the right direction.

While everyone has different needs, we generally work through a similar process. This process includes:

Understand where you are and what your goals are

Before we dive into developing your strategy and recommending changes, it is important that we understand what your current situation is and what your goals are. In our first meeting, we usually focus on making sure we know where you are and what are your key concerns rather than solving any issues for you.

Develop your strategy

We will work with you to review all aspects of your finances and develop a strategy that gives you the best chance of achieving your goals. As part of this, we will review your super, investments, personal insurance, debt, estate plans, and retirement plans. This process typically takes a few meetings.

You will then receive a written plan that outlines all of our recommendations and provides a blueprint for what you need to do with your finances in the coming years.

Implement our recommendations

We will work with you to fully implement the plan, including:

  • opening new super and/or investment accounts
  • applying for personal insurance
  • hold you to account and ensure you continue to follow the plan
  • annual review of your plan to make sure it is still appropriate.

Ongoing CARE program

We work with you to make sure you are continually making the best use of your assets and adapting your plan to ensure it continues to fit in with what you want your future to look like.

Our aim through this is to give you the highest chance of living your ideal life with the confidence that you are looking after finances in the best possible way.