How we help our clients
We know money can be complex. It’s not just about dollars in the bank. How you spend, save and share your money is deeply personal.
Wondering what's next?
Take the weight of uncertainty off your shoulders. Feel confident that you'll have enough money to make life-changing decisions, that your family is taken care of, and that you'll have the financial freedom to enjoy your golden years after retirement without worrying about running out of money.
15 minute call
1. Snapshot
15 minute call to find out a bit about you, and ensure a discovery meeting will be beneficial for you.
Fee: Complimentary
60 minute meeting
2. Discover
Initial appointment, where we get to know you and you get to know us. We confirm your objectives and goals and discuss some ideas and options with you.
Fee: $330 inc GST, deducted from "Plan fee" if you take next steps.
30-45 minute meeting
3. Visualise
Meeting to discuss big picture cash flow and goal projections. We use our interactive tool to see the impact of various scenarios and demonstrate how we can help and our fees to move forward.
Fee: Complimentary
3-4 weeks
4. Plan
We crunch the numbers and give you a clear action plan with the financial structure and steps to address all your priorities and 'what ifs'.
Fee: $4,000 - $5,000 inc GST
2 weeks - 3 months depending on the areas of advice
5. Action
Dedicated liaison to implement your personal financial plan.
Fee: Included in above fee.
Bi-annual / annual review *
6. Progress
Feel confident and secure in the knowledge that your experienced team is ensuring your financial plan stays on track. Yearly review for Essentials clients and bi-annual discussion and yearly review for Elevate clients.
Fee: From $3,600 pa, based on service level and complexity.