I need help with…
Okay, cool. If you’re stuck with something, we can get you unstuck.
Whatever help you need right now, we’ll give you clarity, all the advice you need and help you action and implement everything.
That could be buying a house. Managing your money better. Maximising the opportunities you’ve been gifted in life. Getting the jump on retirement. It could be something different entirely.
Whatever it is, we can help – typical problems we solve.
Need more than just getting smarter with money? Our system will free you from money worries and let you live life on your terms.
Along the way, we work hand-in-hand to give you all the advice and tactics you need, as well as the tools, tricks and tips, to maximise your wealth and achieve your ultimate financial goal, whatever that may be.
Partnering with us is super straightforward and simple. We work in one-year blocks – kind of like a 12-month broadband plan – which you simply rollover each year.
You can opt out at any time if your circumstances change or, better still, you get to a point where you feel confident enough to handle everything on your own.
Whatever it is, we can help – typical problems we solve.
Here’s how we work with you to get you unstuck…
Here’s how we partner with you to find that balance and make maximising your wealth easier
GET YOU CLEAR
How we work hand-in-hand with you…
- Listen and understand what you are trying to achieve and why it’s important
- Deep dive into your current situation to identify the opportunities
- Show you the strategies and roadmap to achieve your objectives
BUILD A PLAN
How we work hand-in-hand with you…
- Provide expert advice, experience and guidance on what to do
- Show you the numbers, maths and analysis to illustrate how it works and to build confidence in your wealth system
- Create certainty around the path forward and stop all the ‘what if’ scenarios running around your head
- Provide education and knowledge to help making the decision
TAKE ACTION
How we work hand-in-hand with you…
- Generate momentum with an action plan
- Provide coaching and accountability to keep you on track
- Implement the right financial products for you
GET YOU CLEAR
How we work hand-in-hand with you…
- Provide a map which show you where you are, your objectives and how you will get there
- Show the numbers, maths and analysis to illustrate how it works and to build confidence in your wealth system
- Provide education and knowledge to help making the decision
MANAGE YOUR WEALTH SMARTER
How we work hand-in-hand with you…
- Set you up with our proven wealth management system
- Regularly review your performance and progress towards objectives
- Know where you’re at and exactly how to achieve success
- Provide management of wealth strategies to maximise your wealth
AN EXPERT IN YOUR CORNER
How we work hand-in-hand with you…
- Reduce your money worries and help you achieve better results
- Do the maths to optimise day-to-day decisions, saving you time and stress
- Always be available for whenever you want to pick up the phone and share your thoughts and problems
KEEP YOU ON TRACK AT EVERY STEP
How we work hand-in-hand with you…
- Conduct a bi-monthly check-in
- Identify behaviours that are getting in your way
- Remove obstacles and keep you on track
MANAGE YOUR INVESTMENTS
How we work hand-in-hand with you…
- Provide a clear investment philosophy and management process
- Leverage our knowledge and expertise to take advantage of economic and legislative change
- Ensure you make the smart decisions year after year, not the emotional ones
Ready to roll?
Once we get you unstuck, if you dig working with us and need more regular help, you can partner with us on an ongoing basis
What we are…
- Someone who’ll take the time to get to know you and work out what’s important in your life
- No nonsense, no jargon, and advice that’s easy to understand and implement
- Masters of turning financial complexity into simple advice and plans
- Someone to give you a push and drive you along the way
- A partner to help you achieve financial success
What we’re not
- A get-rich-quick scheme
- A bank trying to sell you their products
- An aggressive investment manager with high-risk strategies
- Deliverers of one-size-fits-all advice
- Someone who leaves the implementation up to you
What we are…
- Someone who’ll take the time to get to know you and work out what’s important in your life
- No nonsense, no jargon, and advice that’s easy to understand and implement
- Masters of turning financial complexity into simple advice and plans
- Someone to give you a push and drive you along the way
- A partner to help you achieve financial success
What we’re not
- A get-rich-quick scheme
- A bank trying to sell you their products
- An aggressive investment manager with high-risk strategies
- Deliverers of one-size-fits-all advice
- Someone who leaves the implementation up to you
Getting started. A quick timeline of what to expect…
First, we’ll meet up to work out if we’re a good fit for each other
We’ll then spend 60-90 minutes with you to find out what makes you tick
We’ll come back with recommended financial strategies for you to execute
Ready to roll? Let’s organise that coffee…
Problems we typically help solve…
Frequently asked questions…
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We calculate the cost based on how much work we do for you. A typical one-off project will cost between $4,000 - $9,000 based on the help that you need. Some of these costs may be paid out of superannuation.
Absolutely. Around 80 percent of our clients ask for continued support to manage their financial strategies and help in achieving financial security. You can learn more .
Working with us is a partnership where we each have responsibilities. We hold the knowledge and will run the wealth system. There are, however, some activities we can’t do on your behalf, which we’ll need to get you to do.
We do everything we can to create very personalised advice and check in with you many times along the way. On top of that, we have a 30-day money back guarantee from the time you commit to the advice process.
We have an investment philosophy that outlines our approach and you can find out more .
No, we’re a family owned and run business that does not have an affiliation with any bank.
Our financial services licence is through Affinia, which is owned by the insurer TAL. You can find out more about Affinia .
Great question. To build trust in an advisor, as with as any relationship, you need to spend time together. Before we ask for a financial commitment, we’ll have at least three conversations with you first, where we’ll seek to understand if we are a good fit, understand what you are trying to achieve in life and present back what we can do, as well as the associated costs.
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Our service cost is calculated based on how much work we do for you. The service costs for a 12-month period can range from $3,000 - $12,000 based on the help that you need. Typically, the costs are paid monthly and a proportion may be paid out of superannuation.
While I know this answer doesn’t provide much certainty, we pride ourselves on providing personalised service to each of our clients based on their needs. Some people don’t need much support and others need a lot.
Working with us is a partnership where we each have responsibilities. We hold the knowledge and will run the wealth system. There are, however, some activities we can’t do on your behalf, which we’ll need to get you to do.
You are not locked into a contract with us and can opt out at any point.
We have an investment philosophy that outlines our approach and you can find out more .
No, we’re a family owned and run business that does not have an affiliation with any bank.
Our financial services licence is through Affinia, which is owned by the insurer TAL. You can find out more about Affinia .
Great question. To build trust in an advisor, as with as any relationship, you need to spend time together. Before we ask for a financial commitment, we’ll have at least three conversations with you first, where we’ll seek to understand if we are a good fit, understand what you are trying to achieve in life and present back what we can do, as well as the associated costs.
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