Your money is a resource.
It can be maximised to help you
achieve your goals.
Our role is to make the complex world of money simple. There are many money choices. We help you to organise, simplify and invest your money, helping you to reduce any fear and anxiety around money, and ensuring you make the most of what you have.
With 20 years experience in international and domestic financial markets and educating individuals about money we have the expertise to help you. Whether you require strategic advice around your:
- Self-Managed Superannuation Fund (SMSF)
- Insurance – Life, income protection, trauma
or business insurance
- Wealth creation strategies including investing
in direct shares and/or managed funds
- Debt reduction, budgeting and cashflow
- Estate Planning
Or across several of these areas, we are here to help.
What to expect?
If you are nervous about going to see a Financial Planner, don’t be. The first appointment and coffee is on us. We will meet in our offices or in a place that is convenient for you. I will ask you to bring some information about yourself and your finances to the meeting. Bring what you feel comfortable with.
The purpose of the initial meeting is to get to know each other better and to explore whether we can help you. The meeting is completely obligation free. If you decide to proceed we will give you a written document outlining our understanding of your circumstances and what you wish to achieve, how we can help you and how much our advice will cost you. This will enable you to make an informed decision about your financial future with no hidden surprises.
How we do it
Once we define the right way forward, we will write you a financial plan that is individual to you and your circumstances.
Once you are ready to go ahead, we put your financial plan into action. The benefit of a great financial plan is that it should remain relevant to your goals and objectives. We will be there to support you to ensure you advice stays on track and relevant to you as your needs, objective and goals change.