Advice you can trust

Solid strategies,
simply explained.

We pride ourselves on providing genuine personal service. Your adviser is the owner of the business and will be there to help you along the way. Our recommendations will be based on solid strategies for your benefit, and we’ll take the time to make sure that they are simply explained.

We’re experts in our field, and it’s our mission to get you results.

The first step is our Initial meeting, where we ask a lot of questions, and identify where we may be able to add value to your situation. If we all agree that we can help, and you want to progress to the next stage, we would detail a fixed fee for our initial advice, and any structural changes we would propose. In this meeting our aim is to understand:

• Your personal circumstances
• Your attitude towards risk
• Your goals and plans for the future
• Your current financial position

From there, we will apply our experience and expertise to develop a tailored financial plan using our understanding of your specific situation and plans.

Following the initial meeting, we will research and develop your financial plan considering tax considerations, investments strategies and asset protection. We will then make arrangements to present and explain your financial plan.

Our fee structure.

Our fees are based on:

• the nature of advice to be provided
• complexity of your personal situation
• time & costs required to develop & implement a financial plan for you
• ongoing personal advice and services

For more information, you can contact us.