Ongoing Customised Advice (option 2)

Our primary goal is to build strong, ongoing relationships with our clients and their families by providing great advice that results building a strong financial position over the long term.

This, therefore, is our preferred option, where we have made our fees affordable because we seek to maximise customer lifetime value. Put simply, as you and your family do well, we will also benefit. We see our model as a partnership.

We recommend seeing if you match any of our typical client types as it should give you a better idea of how we can help you. The following is a breakdown of some of the features that we offer:

• Initial phone call to ensure that you are serious, then a half hour in person introduction meeting. All recommendations can be presented on an online call or in person at our offices.
• Fees (paid for by Super) can be as low as $1,500p.a. or 1%p.a. of invested assets (Super + Stocks)
• Services typically customised to your current financial situation and adjusted over time
• Minimum package is Super investment recommendation plus insurance (Life+TPD+IP+Trauma) annual tax return done by accountant
• Typically additionally include basic estate planning for children, annual tax return done by accountant, working on a seperate plan for your spouse (we customise how siloed based on preferences), and small business strategies around tax and corporate structure (for example for tradies)
• For wealthier clients we add in a more full service with monthly budgeting, dependent allowance, private banking and debt management plus the possibility of utilising offshore vehicles.
• Unlimited consultations, up to 2 reviews p.a., market updates

Book an appointment today to learn more about how we can help you build a strong financial future for you and your family