We spend considerable time in the first meeting getting to know you, your family and how it is that you are where you are today financially and personally.

We will discuss in detail some of your key focus areas over the next few years and then also look longer term to what you want to achieve whether it be retirement, philanthropy or continuing to work ongoing.

We will also request various items of financial information for us to build a picture of where you are at financially.

The first meeting is also an education session where you are free to ask anything want and we will cover a number of key financial planning strategies.

Our first meeting is free of charge.

Financial Planning Proposal

After our initial meeting your adviser will identify the work required and the time it will take to research, document and implement your financial plan. You will be provided with a written agreement outlining the advice to be provided and the associated costs involved.

Initial Strategy Modelling

After your agreement to take things further we will make contact with all your current financial providers to obtain up to date and accurate information. We will then model various scenarios and strategies given your current financial situation and resources to find the optimal financial strategy. For most of our clients the main goal is retirement based with key milestones that are also to be achieved along the way.

Strategic Financial Plan

Once we all agree that the optimal financial strategy is the most appropriate to follow we will document this in a detailed financial plan (Statement of Advice) that both you and us can refer back to and review as the plan progresses. This plan has no product or investment advice, it is purely focused on financial strategy.

Investment Advice

We then proceed to build an investment plan which is finding the right investments including superannuation to match the strategic financial plan.

Risk Advice

Your personal protection portfolio, this is a plan that ensures our strategic financial planning advice and associated outcomes are protected through appropriate risk strategies. Any current insurance is reviewed and recommendations are made to ensure it is cost effective and matches the outcomes we are trying to achieve in our strategic planning advice.

Ongoing Advice

Our ongoing advice service is designed to ensure the strategy, investments and insurance we have recommended and implemented performs as it was meant to. We regularly review for changes in your circumstances as well as changes in the general economy and legislation.

Alterations to the strategy may occur ongoing to ensure we are maximising every opportunity available to you

Portfolio’s are formally reviewed every quarter with comprehensive reporting and asset allocation advice to ensure the portfolio is performing in line with expectations.

Portfolios are benchmarked to peers and to the index.

He has my complete trust and respect and not only is he brilliant with is financial acumen and advice….
I think what I enjoy most is that he’s a really, really, lovely, personable guy with a terrific sense of humour! I cannot recommend him highly enough.


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Call us on 02 9532 0478